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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-19
NJ RA APPROVED 2026-05-19
  • CT RA
    APPROVED
    Since 2026-05-19
  • NJ RA
    APPROVED
    Since 2026-05-19

Branch Locations

201 West Passaic Street Suite 301, Rochelle Park , NJ 07662 • 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
Cetera Financial Specialists Llc Schaumburg IL 05/2026 Present
Bsg Capital Management Llc Rochelle Park NJ 04/2026 Present
Rosen Cpa Llc Oradell NJ 08/2019 Present
Njcpa Society Bergen Chapter Board Roseland CT 05/2025 Present
Cetera Investment Adivsers Llc Schaumburg IL 05/2026 Present
Lpl Financial Woodcliff Lake NJ 08/2012 10/2016
Rutgers University New Brunswick Campus New Brunswick NJ 09/2013 Present
Mml Investors Services, Llc Elmsford NY 01/2018 10/2025
Massmutual Life Insurance Co Elmsford NY 01/2018 10/2025
On The Court Llc Bridgewater NJ 03/2016 05/2017
  • 05/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg , IL
  • 04/2026 → Present
    Bsg Capital Management Llc
    Rochelle Park, NJ
  • 08/2019 → Present
    Rosen Cpa Llc
    Oradell, NJ
  • 05/2025 → Present
    Njcpa Society Bergen Chapter Board
    Roseland, CT
  • 05/2026 → Present
    Cetera Investment Adivsers Llc
    Schaumburg, IL
  • 08/2012 → 10/2016
    Lpl Financial
    Woodcliff Lake, NJ
  • 09/2013 → Present
    Rutgers University New Brunswick Campus
    New Brunswick, NJ
  • 01/2018 → 10/2025
    Elmsford, NY
  • 01/2018 → 10/2025
    Massmutual Life Insurance Co
    Elmsford, NY
  • 03/2016 → 05/2017
    On The Court Llc
    Bridgewater, NJ
Previous Registrations
Other Businesses

1) BSG CAPITAL MANAGEMENT LLC; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; INVESTMENT ADVISOR REPRESENTATIVE; START 4/2026; 10 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL SERVICES & WEALTH MANAGEMENT. 2) ROSEN CPA LLC; INVESTMENT RELATED; OWNER; ORADELL, NJ/GREENWICH, CT; START 08/2019; 40 HOURS/WEEK DURING TRADING HOURS; OFFER TAX & ACCOUNTING SERVICES 3) NJCPA SOCIETY BERGEN CHAPTER BOARD; SECRETARY; NOT INVESTMENT RELATED; ROSELAND, CT; START 5/2025; 1.5 HOURS/WEEK; EVENT & PROMOTIONS COORDINATOR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-09
  • S66 Uniform Combined State Law Examination
    2014-08-09
Designations
Other Names
  • Jonathan J Rosen

View on SEC IAPD

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