Jon Bemis, financial advisor Long Beach CA

Jon Bemis

CRD Number: 3268270
Current Firm: Clg LLC

Jon Bemis (CRD# 3268270) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 24 years of experience in the finance industry. Jon Bemis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clg LLC Long Beach, CA Sep 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 11
Jon W. Bemis, Cpa Palm Desert, CA Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
Contact Info for Jon W. Bemis
Phone Number: (310) 329-5150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    801
    MILLIONS
  • Total Number of Accounts
    2,282
    ACCOUNTS
  • Average Account Value
    $350,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA

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