Jonathan P Mulligan

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Cetera Investment Advisers LLCMar 2025 to now
2. Cetera Wealth Services, LLCMar 2025 to now
3. Legacy Wealth Planning GroupAug 2021 to now
4. Raymond James Financial Services AdvisorsJul 2022 to Mar 2025
5. Raymond James Financial Services IncJul 2022 to Mar 2025
6. Crux Wealth AdvisorsJul 2022 to Dec 2023
7. Ameriprise Financial Services, LLCAug 2021 to Jul 2022
8. Shenendehowa Central School DistrictDec 2020 to May 2021
9. Northwestern MutualNov 2020 to Feb 2021
10. Partial UnemploymentOct 2020 to Aug 2021
11. City Line Bar & GrilleJun 2020 to Oct 2020
12. UnemployedMay 2020 to Jun 2020
13. City Line Bar & GrilleApr 2019 to May 2020
14. Ollies Bargain OutletOct 2018 to Apr 2019
15. Suny At AlbanyAug 2017 to May 2021
16. Clifton Park - Halfmoon GatorsJun 2017 to Oct 2017
17. The Vista Restaurant - Van Patten Golf CourseApr 2017 to Aug 2018
18. Hoffman's Car WashOct 2016 to Nov 2016
19. Tri-city FitnessJun 2016 to Aug 2017
20. Shenendehowa High SchoolJul 2013 to May 2017

Designations

• CFP® certification

Exams passed

• Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

Cetera Investment Advisers LLC

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

7309651

Firm CRD

105644