Jonathan David Ginsburgh

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

• 06/2015 → 10/2018
  Iberia Financial Services
  Lake Charles, LA
• 07/2016 → 10/2018
  Infinex Investments, Inc.
  Lake Charles, LA
• 11/2018 → Present
  Regions Bank
  Houston, TX
• 11/2018 → Present
  Cetera Investment Advisors Llc
  Houston, TX
• 11/2018 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2017-10-10 → 2018-10-29
  Osaic Institutions, Inc.
  Lake Charles, LA

Exams

• S66 Uniform Combined State Law Examination
  2017-10-09

Other Names

• Jonathan D Ginsburgh