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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 Paul Stouffer is a financial advisor with Cetera Investment Advisers LLC in NEWPORT BEACH, CA. Jonathan has been in the industry since May 2001 and holds both FINRA Series 7 and 66 licenses. Jonathan is licensed to provide advisory services in 20 states and is also a Registered Principal of Cetera Investment Advisers LLC. Before joining Cetera, Jonathan was a financial advisor with Securian Financial Services. Jonathan is committed to providing personalized financial advice to individuals, families, and businesses. He offers a range of services, including financial planning, portfolio management, and retirement planning.
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
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
09/09/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
WI
05/01/2002 - 07/30/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
09/29/2000 - 02/07/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
01/20/2000 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
BOTH
Issued 2/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/4/2015
Series 4 - Registered Options Principal Examination
BC
Issued 8/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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