Jonathan Joseph Rosen
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Financial Specialists LLCMay 2026 to now
- Cetera Investment Adivsers LLCMay 2026 to now
- Bsg Capital Management LLCApr 2026 to now
- Njcpa Society Bergen Chapter BoardMay 2025 to now
- Rosen Cpa LLCAug 2019 to now
- Rutgers University New Brunswick CampusSep 2013 to now
- Massmutual Life Insurance CoJan 2018 to Oct 2025
- MML Investors Services, LLCJan 2018 to Oct 2025
- On the Court LLCMar 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
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
- 6107807
- Firm CRD
- 105644