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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brent Beer is an investment advisor representative with Cetera Investment Advisers LLC. Jonathan has been in the industry since 1993 and has a strong track record of success. Jonathan is also a registered investment advisor in the state of California and holds licenses to sell securities in California, Nevada, and Wisconsin. In addition to his work with Cetera Investment Advisers LLC, Jonathan is also the OSJ Manager for BAR Financial, LLC. Jonathan is committed to providing his clients with the highest level of service and expertise.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
MO
10/16/2015 - 04/03/2018
SCOTTRADE, INC. (ST. LOUIS MO)
AZ
07/08/2015 - 09/16/2015
BROOKLIGHT PLACE SECURITIES, INC. (FOUNTAIN HILLS AZ)
IL
04/15/2005 - 02/04/2015
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
03/03/2008 - 04/14/2011
E*TRADE CAPITAL MARKETS LLC (CHICAGO IL)
NJ
09/03/2002 - 06/17/2005
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
05/08/1998 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MN
09/03/1997 - 03/03/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
01/29/1997 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
CA
03/23/1992 - 12/17/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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