Jonathan Anderson (CRD# 5177080) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 17 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | San Diego, CA | Mar 2024 - Current | < 1 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Feb 2015 - Current | 9 |
Cetera Advisor Networks LLC | El Segundo, CA | Dec 2013 - Current | 10 |
Cetera Advisors LLC | Denver, CO | Dec 2013 - Current | 10 |
Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2013 - Current | 10 |
Cetera Investment Services LLC | St Cloud, MN | Dec 2013 - Current | 10 |
Cetera Investment Advisers LLC | Schaumburg, IL | Dec 2013 - Current | 10 |
First Allied Securities, Inc. | San Diego, CA | Feb 2015 - Sep 2022 | 7 |
Girard Securities, Inc. | San Diego, CA | Nov 2015 - Nov 2017 | 2 |
Vsr Financial Services, Inc. | Overland Park, KS | Nov 2015 - Dec 2016 | 1 |
Investors Capital Corp | Lynnfield, MA | Feb 2015 - Dec 2016 | 1 |
Legend Equities Corporation | Palm Beach Gardens, FL | Feb 2015 - Dec 2016 | 1 |
J.p. Turner & Company, LLC | Atlanta, GA | Feb 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2011 |
S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- CA
- CO
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.