Best Investors Account Sign in
Inactive

Jonathan Donenfeld

Cetera Investment Advisers LLC

Union City, NJ

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-23
  • NJ RA
    APPROVED
    Since 2026-03-23

Branch Locations

512 42Nd St, Union City, NJ 07087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jld Tax & Accounting Union City NJ 09/2015 Present
Jld Tax Resolution Group Union City NJ 01/2020 Present
Cetera Investment Advisers Llc Schaumburg IL 12/2025 Present
  • 09/2015 → Present
    Jld Tax & Accounting
    Union City, NJ
  • 01/2020 → Present
    Jld Tax Resolution Group
    Union City, NJ
  • 12/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-08-23
  • S63 Uniform Securities Agent State Law Examination
    2006-08-23
Designations
Other Names
  • Jon Lloyd Donenfeld
  • Jonathan Lloyd Donenfeld

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
J.P. MORGAN SECURITIES LLC
WORLD INVESTMENT ADVISORS, LLC
EQUITABLE ADVISORS, LLC
GALSTIAN, SHAHE

Other Investors

Jefferson W Sinchi
Geancarlo R Cardenas
DEREK WILHELM MALONE
EDGAR PINO
Leonel Hernandez-Navarro
Nicholas Farkas
AARON CHERRY
Matthew Mitola

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UNION CITY, NJ
OSAIC INSTITUTIONS, INC. · WEST NEW YORK, NJ
PNC WEALTH MANAGEMENT LLC · WEST NEW YORK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WEST NEW YORK, NJ
ERNST & YOUNG INVESTMENT ADVISERS LLP · SECAUCUS, NJ
ERNST & YOUNG INVESTMENT ADVISERS LLP · SECAUCUS, NJ
ERNST & YOUNG INVESTMENT ADVISERS LLP · SECAUCUS, NJ
ERNST & YOUNG INVESTMENT ADVISERS LLP · SECAUCUS, NJ

More in Union City, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor