Jon Salvatore Gagliardi

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

• 07/1997 → Present
  Mspc Certified Public Accountants And Advisors, P.C.
  Cranford, NJ
• 11/2015 → 04/2017
  1St Global Capital Corp
  Cranford, NJ
• 11/2015 → 04/2017
  1St Global Advisors, Inc
  Cranford, NJ
• 11/2023 → Present
  Avantax Planning Partners, Inc
  Cranford, NJ
• 03/2024 → 09/2025
  Avantax Advisory Services
  Cranford, NJ
• 07/1997 → Present
  Mspc Certified Public Accountants And Advisors Pc
  Cranford, NJ
• 11/2023 → Present
  Avantax Planning Partners Inc
  Cranford, NJ
• 11/2024 → 09/2025
  Avantax Investment Services
  Cranford, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-27 → 2025-09-05
  Avantax Advisory Services
  Cranford, NJ
  Dallas, TX

Other Businesses

AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and providing investment and financial planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/03/2023 ADDRESS: 340 North Ave, Floor 3, Cranford NJ 07016, United States DESCRIPTION: Primary communication with financial planning. Assist clients with investment choices. Review investment performance with clients MSPC CERTIFIED PUBLIC ACCOUNTANTS AND ADVISORS PC POSITION: Chief Executive Officer NATURE: We offer tax planning, tax preparation, financial attest services, investment planning and bookkeeping services through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/30/1997 ADDRESS: 340 North Ave, Floor 3, Cranford NJ 07016, United States DESCRIPTION: Oversite of each of our Partners' performanceHelp establish and monitor Firm Goals on an annual basisMaintain (service) a client base within the FirmEstablish Partner Compensation on an annual basisMarketing Avantax Business through this entity

Designations

• Personal Financial Specialist

Other Names

• Jon S Gagliardi
• Jon Gagliardi