Jon Paul Beck

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

• 08/2020 → 07/2024
  Natalliance Securities Llc
  Austin, TX
• 06/2014 → 07/2020
  Fairfield Beach Club
  Fairfield, CT
• 08/2016 → 06/2020
  Clemson University
  Clemson, SC
• 09/2024 → Present
  Himelick Financial Group
  Austin, TX
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: HIMELICK FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ACT AS THE FIRST LINE OF COMMUNICATION FOR CLIENT INQUIRIES

Exams

• S66 Uniform Combined State Law Examination
  2025-01-06
• S63 Uniform Securities Agent State Law Examination
  2020-11-09

Other Names

• Jack Beck
• Jon Paul Beck