Jonathan Brian Vert

Current Employers

Employment History

• 01/2003 → 09/2025
  Avantax Investment Services, Inc.
  Seattle, WA
• 06/2001 → Present
  Accounting And Tax Services
  Seattle, WA
• 01/2009 → 09/2025
  Avantax Advisory Services
  Seattle, WA
• 08/2005 → Present
  Ats Maple Valley Inc
  Maple Valley, WA
• 08/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Maple Valley, WA
• 08/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Maple Valley, WA
• 08/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Maple Valley, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Maple Valley, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2005 → Present
  Maple Valley Tax Service
  Tukwila, WA

Previous Registrations

• 2009-01-16 → 2025-09-05
  Avantax Advisory Services
  Maple Valley, WA
  Tukwila, WA

Other Businesses

1) ATS Maple Valley Inc 23745 225th Way SE, Suite #207 Maple Valley WA 98038 Tax Preparation/Accounting President 8/1/2005 5hrs~5hrs~Tax Preparer / President| 2) ACCOUNTING AND TAX SERVICES; Accountant/Bookkeeper: Disclosing DBA name INVESTMENT RELATED: No; 5; 5; 02/01/2003; 14973 Interurban Ave S, #101, Seattle WA 98168, N/A Disclosing Use of DBA Name 3) NAME OF OTHER BUSINESS: MAPLE VALLEY TAX SERVICE; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION SERVICES ; START DATE: 08/2005; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ENROLLED AGENT ;

Exams

• S66 Uniform Combined State Law Examination
  2008-12-18
• S63 Uniform Securities Agent State Law Examination
  2003-04-22

Other Names

• Jon B Vert