Jonathan Mounce

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

• 04/2021 → Present
  Kidstlc
  Olathe, KS
• 10/2019 → 04/2021
  Explorus
  Overland Park, KS
• 04/2018 → 10/2019
  Elite Sports Management
  Olathe, KS
• 04/2017 → Present
  Huxe, Llc Dba Strive Accounting & Tax Solutions
  Olathe, KS
• 10/2016 → 12/2017
  Remedi8
  Lenexa, KS
• 08/2014 → 11/2016
  Kc Care Health Center
  Kansas City, MO
• 08/2025 → 09/2025
  Avantax Advisory Services
  Olathe, KS
• 08/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Olathe, KS
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) KidsTLC; Comptroller; KidsTLC is a non-profit that provides inpatient and outpatient behavioral health counseling and guidance to youth ages 6-18. KidsTLC also provides therapy services for children that have been diagnosed with Autism Spectrum Disorders (ASD) and their families.; No; 160; 129; 04/26/2021; 480 S Rogers Rd Olathe KS 66062; I oversee the daily and monthly accounting tasks and journal entries. I also coordinate the annual audit and preparation of the 990 (non-profit tax return). 2) Huxe, LLC DBA Strive Accounting & Tax Solutions; Member; We offer bookkeeping, accounting and payroll services. We also offer tax preparation and tax planning services.; No; 1; 1; 12/17/2017; 17272 S. Conley St Olathe KS 66062; I am the sole CPA preparing and reviewing tax returns, financial statements and accounting entries.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-13

Other Names

• Jonathan L. Mounce