Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Patrick Sheets is an active financial advisor with Cetera Investment Advisers LLC located in Georgetown, Texas. Jonathan has been in the financial industry since 1993 and holds a Series 7, 8, 63 and 66 license. He is also a Certified Financial Planner™. Jonathan has previously worked with LPL FINANCIAL LLC, KESTRA INVESTMENT SERVICES, LLC, CUSO FINANCIAL SERVICES, L.P., SWBC INVESTMENT SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, TD WATERHOUSE INVESTOR SERVICES, INC., KENNEDY, CABOT & CO., DEAN WITTER REYNOLDS INC. and NATIONSSECURITIES. Jonathan works with individual and corporate clients and specializes in providing financial planning services. Jonathan's practice focuses on helping his clients achieve their financial goals.
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
TX
03/14/2024 - Present
Cetera Investment Advisers LLC (GEORGETOWN TX)
TX
09/09/2022 - 03/19/2024
LPL FINANCIAL LLC (CEDAR PARK TX)
TX
02/12/2021 - 09/09/2022
KESTRA INVESTMENT SERVICES, LLC (Cedar PArk TX)
TX
10/18/2011 - 02/12/2021
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
01/03/2007 - 08/25/2011
SWBC INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
09/13/2006 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (AUSTIN TX)
NE
11/07/1997 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
06/29/1995 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NY
09/11/1994 - 02/22/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/07/1993 - 07/30/1994
NATIONSSECURITIES
MA
09/29/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
BOTH
Issued 8/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/4/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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