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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 Drew Anderson is an investment advisor representative at Cetera Investment Advisers LLC. Jonathan is a registered investment advisor in California, Colorado and Texas. Jonathan has been in the financial services industry since 2008. Prior to joining Cetera Investment Advisers LLC, Jonathan worked at First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, VSR Financial Services, Inc., Investors Capital Corp, J.P. Turner & Company, L.L.C. and LPL Financial LLC. Jonathan has a Series 6, Series 7, Series 63 and Series 65 license.
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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CA
02/13/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/10/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/10/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/16/2015 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
02/10/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
11/16/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
MA
02/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
02/10/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
CA
12/16/2008 - 09/13/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
CO
09/13/2006 - 12/22/2008
AIG RETIREMENT ADVISORS, INC. (LAKEWOOD CO)
BC
Issued 5/27/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 9/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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