Jonathan A Nickel
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers, LLCFeb 2026 to now
- Cetera Advisors LLCFeb 2026 to now
- Cetera Financial Specialists LLCFeb 2026 to now
- Cetera Investment Services LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- Lacrosse RefereeJan 2014 to now
- Financial & Tax Architects, LLCDec 2025 to Feb 2026
- Finalis Securities LLCMay 2024 to Aug 2024
- Rising PhoenixApr 2024 to Dec 2024
- Wells Fargo Clearing Services LLCApr 2019 to Feb 2024
- MML Investors Services, LLCMar 2017 to Apr 2019
- Massmutual Life Insurance CoAug 2016 to Apr 2019
- Metlife Securities, Inc.May 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5669145
- Firm CRD
- 105644