Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sheets is a financial advisor at Cetera Investment Advisers LLC in Georgetown, Texas. Jonathan has been in the financial services industry since 1993. Jonathan has experience working with a variety of clients, including individuals, businesses, and institutions. Jonathan is also a Certified Financial Planner. Jonathan has worked with several other firms in the past. Jonathan is committed to helping 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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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 08/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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