Jonathan Lee Roller
Investment adviser representative at Cetera Investment Advisers LLC
21 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
21 years in the industry.
- Lifetime Wealth Management, An Affiliate of Lumsden MccormickNov 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Lumsden & Mccormick, LLPJan 2005 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2019 to Sep 2025
- 1st Global Advisors, Inc.Aug 2019 to Oct 2019
- 1st Global Capital, Corp.Aug 2019 to Oct 2019
- Avantax Advisory Services, IncAug 2018 to Sep 2025
- Avantax Investment Services, IncAug 2018 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6969485
- Firm CRD
- 105644