Jonathan Shofner
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- Stewards Planning GroupFeb 2026 to now
- UnemployedNov 2025 to Jan 2026
- Cetera Investment Advisers LLCSep 2025 to Nov 2025
- Cetera Wealth Services, LLCSep 2025 to Nov 2025
- Avantax Advisory ServicesFeb 2023 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Feb 2023 to Sep 2025
- Avantax Investment Services, Inc.Feb 2023 to Sep 2025
- Merrill LynchNov 2022 to Feb 2023
- LPL Financial, LLCJul 2021 to Oct 2022
- Avantax Advisory ServicesApr 2021 to Jul 2021
- Avantax Investment Services, Inc.Apr 2021 to Jul 2021
- My Own MoneyFeb 2021 to Nov 2022
- Avantax Wealth ManagementMar 2016 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6625993
- Firm CRD
- 105644