Jon Dodson Harris
Investment adviser representative at Cetera Investment Advisers LLC
35 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Cetera Investment Advisers LLCAug 2022 to now
- Cetera Financial Specialists LLCAug 2022 to now
- Payroll Solutions IncMay 2018 to now
- Payne Tax Group, Inc.Jan 2006 to now
- A.M. Payne: Associates Inc.Jan 1991 to now
- Avantax Investment Services, Inc.May 1996 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2745047
- Firm CRD
- 105644