Jonathan Roy Abbett

Current Employers

Employment History

• 02/1997 → Present
  Ascend Financial Services, Inc.
  Rockville, MD
• 05/1998 → Present
  Financial Advantage Brokerage
  Rockville, MD
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/1997 → Present
  Financial Advantage Associates Inc.
  Rockville, MD

Previous Registrations

• 1999-06-14 → 2023-08-10
  Securian Financial Services, Inc.
  Rockville, MD
  St. Paul, MN

Other Businesses

1. FINANCIAL ADVANTAGE BROKERAGE POSITION: Partner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1998 ADDRESS: , Rockville MD , United States DESCRIPTION: Partner 2. FINANCIAL ADVANTAGE TAX LLC POSITION: Partner NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2015 ADDRESS: , Rockville MD , United States DESCRIPTION: Partner; 3. NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/1997; POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO/CO-OWNER; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-07
• S63 Uniform Securities Agent State Law Examination
  1988-05-20

Designations