Jonathan Mounce
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 LLCSep 2025 to now
- KidstlcApr 2021 to now
- Huxe, LLC dba Strive Accounting & Tax SolutionsApr 2017 to now
- Avantax Advisory ServicesAug 2025 to Sep 2025
- Avantax Insurance Agency, LLCAug 2025 to Sep 2025
- ExplorusOct 2019 to Apr 2021
- Elite Sports ManagementApr 2018 to Oct 2019
- Remedi8Oct 2016 to Dec 2017
- Kc Care Health CenterAug 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, VA).
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
- 8145885
- Firm CRD
- 105644