Jonathan Henry Woodruff
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Ccr Wealth Management,Mar 2023 to now
- Cetera Advisors LLCMar 2023 to now
- Taco's Properties LLCApr 2022 to now
- Commerce Brokerage Services IncAug 2021 to Mar 2023
- Northwestern Mutual Wealth Management CompanyNov 2019 to Jul 2021
- Northwestern Mutual Investment Services LLCDec 2018 to Jul 2021
- Northwestern Mutual Life Insurance CompanyNov 2018 to Jul 2021
- Api EliteJan 2018 to Jan 2019
- Geisha Sushi BarJan 2017 to Nov 2017
- StudentMay 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7031510
- Firm CRD
- 105644