Jonathan Aaron Vera

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

• 10/2011 → 08/2023
  Minnesota Life Insurance Co
  St. Paul, MN
• 10/2011 → Present
  Img Financial Group, Inc
  Houston, TX
• 10/2011 → Present
  Img Benefits Group, Llc
  Houston, TX
• 10/2011 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2026 → Present
  Jlv Overcup Llc
  Houston, TX

Previous Registrations

• 2011-12-01 → 2023-08-10
  Securian Financial Services, Inc.
  Houston, TX
  St. Paul, MN

Other Businesses

1. ARDENT SOLUTIONS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2018 ADDRESS: , Sugarland TX , United States DESCRIPTION: Agent/Broker 2. IMG FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: 4550 Post Oak Place, 125, Houston TX 77027, United States DESCRIPTION: An OBA for any potential fixed life business that is direct. 3. NAME OF OTHER BUSINESS: JLV OVERCUP LLC; INVESTMENT RELATED: NO; ADDRESS: 12310 OVERCUP DR, HOUSTON, TX 77024; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SOLE OWNER OF LLC;

Exams

• S66 Uniform Combined State Law Examination
  2011-11-18

Designations

• Certified Financial Planner

Other Names

• Jonathan Vera