Jonathan Robin Prestridge

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

• 05/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Baton Rouge, LA
• 01/2015 → 05/2026
  (Dba) Prestridge Financial Management
  Baton Rouge, LA
• 11/2017 → 04/2024
  (Dba) Benchmark Wealth Advisory
  Baton Rouge, LA
• 02/2013 → Present
  Prestridge Tax Solutions
  Baton Rouge, LA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Baton Rouge, LA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2026 → Present
  Hays Breard Financial Group
  Baton Rouge, LA

Previous Registrations

• 2012-05-17 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Birmingham, AL
• 2011-01-19 → 2012-05-16
  Centaurus Financial, Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) PRESTRIDGE TAX SOLUTIONS; Non-investment related; 9026 Jefferson Highway, Suite 103, Baton Rouge, LA 70809; Tax Preparation; Tax Preparer; Start Date: 02/2013; 25 hours per month with 15 of those hours being during trading hours; I prepare individual and business tax returns. 2) NAME OF OTHER BUSINESS: Hays Breard Financial Group INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2010-01-19

Designations

• Certified Financial Planner