Jonathan Newmyer Bulman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → 01/2025
  Lincoln Financial Advisors
  Viennea, VA
• 04/2002 → 01/2025
  Lincoln National Life Insurance Co
  Vienna, VA
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2022 → Present
  Oph Ii And Oph Iii
  Bethesda, MD
• 01/2022 → Present
  Bulman Financial Llc
  Chevy Chase, MD
• 05/2002 → Present
  Jonathan Bulman; Bulman Financial
  Chevy Chase, MD

Previous Registrations

• 2025-01-24 → 2025-01-31
  Osaic Wealth, Inc.
  Vienna, VA
• 2002-07-25 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Rockville, MD
  Vienna, VA
  Vienna, VA

Other Businesses

1.NAME OF OTHER BUSINESS: BULMAN FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: 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; 2. NAME OF OTHER BUSINESS: JONATHAN BULMAN; BULMAN FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SERVICES START DATE: 05/2002 POSITION/TITLE/RELATIONSHIP: OWNER / WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SOMETIMES SELL FIXED LIFE INSURANCE DIRECT WITH A CARRIER OR OUTSIDE GA; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2002 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: OPH II AND OPH III INVESTMENT RELATED: NO ADDRESS: BETHESDA, MD NATURE OF BUSINESS: LLC FOR RESTAURANTS START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: CO-OWNER / MEMBER OF LLC APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNERSHIP INTEREST IN 2 RESTAURANTS; 5. NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 03/18/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2002-07-24

Other Names

• Jonathan N Bulman