Jonathan Anderson, financial advisor Guntersville AL

Jonathan Anderson

CRD Number: 5211270
Current Firm: Cetera Investment Advisers LLC

Jonathan Anderson (CRD# 5211270) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guntersville, AL and has over 13 years of experience in the finance industry.

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Investment Advisors
Company Name Location Dates Years
Cetera Investment Advisers LLC Guntersville, AL Jun 2020 - Current < 1
Cetera Investment Services LLC St. Cloud, MN Aug 2018 - Current 2
Regions Bank Guntersville, AL Aug 2018 - Current 2
The Leaders Group Inc. Littleton, CO Apr 2018 - Aug 2018 < 1
Dixon Wells Birmingham, AL Aug 2016 - Aug 2018 2
The Leaders Group Inc. Littleton, CO Aug 2017 - Dec 2017 < 1
Unemployed Guntersville, AL May 2016 - Aug 2016 < 1
Lpl Huntsville, AL Oct 2013 - May 2016 2
Redstone Federal Credit Union Huntsville, AL Sep 2004 - May 2016 11
Cetera Investment Services St. Cloud, MN Aug 2006 - Oct 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Jonathan E. Anderson
Phone Number: 888-528-2987
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    15,868
    MILLIONS
  • Total Number of Accounts
    78,591
    ACCOUNTS
  • Average Account Value
    $201,910
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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