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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 Edward Lilja is a financial advisor with Cetera Investment Advisers LLC. Jonathan has been in the financial services industry for over 20 years. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. Jonathan is also a registered representative with Cetera Investment Advisers LLC. Jonathan provides financial planning and investment management services to individuals, families, and businesses. Jonathan's previous experience includes working at GW & WADE ASSET MANAGEMENT COMPANY, LLC. Jonathan also serves as a part-time EMT for the Town of Rockport Massachusetts Ambulance Department and is a member of the Conservation Commission.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
01/15/2003 - 09/16/2014
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
BOTH
Issued 4/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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