Jonathan Daniel Donaldson

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

• 12/2014 → Present
  Infinity Financial Group
  Baton Rouge, LA
• 07/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2023 → 01/2024
  Bloom Behavioral Health
  Baton Rouge, LA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Ascent Behavior Therapy Center
  Baton Rouge, LA

Other Businesses

(1) NAME OF OTHER BUSINESS: DBA INFINITY FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL & INSURANCE SERVICES; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PREPARING FINANCIAL PLANS, INVESTMENT REPORTS AND ANALYSIS. INSURANCE PRODUCTS ; (2) NAME OF OTHER BUSINESS: ADJ ENTERPRISES LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SINGLE MEMBER LLC ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: LLC FACILITATES PAYMENTS FROM INFINITY FINANCIAL GROUP LLC (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (4) NAME OF OTHER BUSINESS: SIGMA ALPHA EPSILON INVESTMENT RELATED: NO ADDRESS: 3743 WEST LAKE SHORE DRIVE, BATON ROUGE, LA 70808 ; NATURE OF BUSINESS: FRATERNITY ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: LOUSIANA SAE CHAPTER ADVISOR ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MAKING SURE CHAPTER TURNS IN CORRECT FORMS TO UNIVERSITY AND FOLLOWS ESTABLISHED RULES ; (5) NAME OF OTHER BUSINESS: ASCENT BEHAVIOR THERAPY CENTER; INVESTMENT RELATED: NO; ADDRESS: 5349 FLANDERS DR, BATON ROUGE, LA 70808; NATURE OF BUSINESS: BEHAVIORAL HEALTH SERVICES; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOT INVOLVED IN DAY TO DAY OPERATIONS; (6) NAME OF OTHER BUSINESS: SOUTH BATON ROUGE PRESBYTERIAN CHURCH INVESTMENT RELATED: NO ADDRESS: 933 STARING LANE, BATON ROUGE LA 70810 NATURE OF BUSINESS: CHURCH START DATE: 5/018/2026 POSITION/TITLE/RELATIONSHIP: DEACON APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH CHURCH FACILITIES, TITHE COLLECTING, AND SERVICE OUTREACH. (7) NAME OF OTHER BUSINESS: SUNRISE ROTARY OF BATON ROUGE INVESTMENT RELATED: NO ADDRESS: 10616 TIMBERLAKE DRIVE, BATON ROUGE NATURE OF BUSINESS: BOARD START DATE: 6/25/2026 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NEW MEMBER ONBOARDING.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05

Designations

• Certified Financial Planner