Jonathan Edward Eitas
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Baker & Eitas Financial ServicesJan 2021 to now
- Kovack Advisors, LLCJan 2021 to Feb 2026
- Kovack Securities, LLCJan 2021 to Feb 2026
- Franklin Templeton Financial Services Corp.Jul 2019 to Oct 2020
- Franklin Templeton Distributors, IncFeb 2018 to Oct 2020
- UnemployedSep 2017 to Feb 2018
- Geneva Advisors, LLCJul 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4876310
- Firm CRD
- 105644