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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Deane is a financial advisor at Cetera Investment Advisers LLC with over 27 years of experience in the financial services industry. Jon has a strong background in financial planning, portfolio management, and tax preparation. Jon holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jon has been a member of the firm since 2013. Prior to joining Cetera, Jon worked at Walnut Street Securities, Inc., Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., Washington Investment Corporation, and Financial Planning Services - International, Inc. Jon serves individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Jupiter FL)
VA
09/15/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VIENNA VA)
IA
11/12/2001 - 06/03/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
PA
11/01/1996 - 11/12/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
DC
11/02/1993 - 12/06/1994
WASHINGTON INVESTMENT CORPORATION (WASHINGTON DC)
NY
10/13/1992 - 08/20/1993
FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 12/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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