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Jonathan Donenfeld

Cetera Investment Advisers LLC

Union City, NJ

CRD 4688344

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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:

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
  • Personal Financial Specialist
Other Names
  • Jon Lloyd Donenfeld
  • Jonathan Lloyd Donenfeld

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
PNC WEALTH MANAGEMENT LLC

Nearby Investors

Jefferson W Sinchi
Geancarlo R Cardenas
DEREK WILHELM MALONE

Nearby 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

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