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James Francis Lohnes

Cetera Investment Advisers LLC

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About James Francis Lohnes

James Lohnes is a financial advisor with over 28 years of experience in the industry. James currently works at Cetera Investment Advisers LLC in BRADENTON, FL. Previously, James has worked at multiple firms, including PLANMEMBER SECURITIES CORPORATION, ING FINANCIAL PARTNERS, INC., ING FINANCIAL ADVISERS, LLC, PRIMEVEST FINANCIAL SERVICES, INC., GREAT AMERICAN ADVISORS, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, INVESTMENT CENTERS OF AMERICA, INC., BB&T INVESTMENT SERVICES, INC., NCF FINANCIAL SERVICES, INC., INVEST FINANCIAL CORPORATION, JACKSON NATIONAL LIFE DISTRIBUTORS, INC., COMMERCE CAPITAL MARKETS, INC., NORTH AMERICAN MANAGEMENT, INC., FBS INVESTMENT SERVICES, INC., and LIBERTY SECURITIES CORPORATION. James is registered with FINRA and the states of Alabama, Colorado, Florida, Georgia, Indiana, Kansas, Missouri, New Jersey, North Carolina, Texas. James offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

James Lohnes is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Lohnes’s Registration & Firm History

FL

06/29/2023 - Present

Cetera Investment Advisers LLC (BRADENTON FL)

NY

05/09/2012 - 08/03/2022

PLANMEMBER SECURITIES CORPORATION (IRVINGTON NY)

FL

12/17/2010 - 01/12/2012

ING FINANCIAL PARTNERS, INC. (TAMPA FL)

FL

08/20/2008 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (TAMPA FL)

FL

07/20/2007 - 10/12/2007

PRIMEVEST FINANCIAL SERVICES, INC. (BRADENTON FL)

FL

08/17/2006 - 07/20/2007

GREAT AMERICAN ADVISORS, INC. (BRADENTON FL)

FL

04/04/2006 - 08/25/2006

METLIFE SECURITIES INC. (SARASOTA FL)

FL

04/04/2006 - 08/25/2006

METROPOLITAN LIFE INSURANCE COMPANY (SARASOTA FL)

FL

10/04/2005 - 01/12/2006

INVESTMENT CENTERS OF AMERICA, INC. (PALMETTO FL)

NC

08/12/2004 - 06/23/2005

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

01/21/2004 - 08/09/2004

NCF FINANCIAL SERVICES, INC. (DURHAM NC)

WI

09/15/2003 - 12/06/2003

INVEST FINANCIAL CORPORATION (APPLETON WI)

TN

02/12/2003 - 05/20/2003

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

PA

06/24/2002 - 11/25/2002

COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)

WI

05/15/1995 - 06/03/2002

INVEST FINANCIAL CORPORATION (APPLETON WI)

SD

01/04/1995 - 05/22/1995

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

MN

08/25/1994 - 01/04/1995

FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)

NY

03/01/1993 - 08/30/1994

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

07/27/1992 - 03/02/1993

CADARET, GRANT & CO., INC. (SYRACUSE NY)

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Licenses & Designations

BOTH

Issued 2/28/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/23/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Francis Lohnes. Review regulatory record here.
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