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Jonathan Brent Beer

Allstate Financial Advisors, LLC

Fair Oaks, CA

CRD 2208367

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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-08
  • CA RA
    APPROVED
    Since 2025-08-08

Branch Locations

Fair Oaks, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Inc. El Dorado Hills CA 10/2015 03/2018
Unemployed Fair Oaks CA 03/2018 06/2018
Cetera Advisor Networks Llc El Segundo CA 07/2018 04/2025
Bar Financial Llc Rancho Cordova CA 07/2018 02/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 04/2025
Unemployed Fair Oaks CA 04/2025 07/2025
Allstate Insurance Co Northbrook IL 07/2025 Present
Allstate Financial Services, Llc Lincoln NE 07/2025 Present
Allstate Financial Services, Llc Lincoln NE 08/2025 Present
  • 10/2015 → 03/2018
    Scottrade Inc.
    El Dorado Hills, CA
  • 03/2018 → 06/2018
    Unemployed
    Fair Oaks, CA
  • 07/2018 → 04/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2018 → 02/2021
    Bar Financial Llc
    Rancho Cordova, CA
  • 06/2023 → 04/2025
    Schaumburg, IL
  • 04/2025 → 07/2025
    Unemployed
    Fair Oaks, CA
  • 07/2025 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 07/2025 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 08/2025 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Previous Registrations
  • 2023-06-29 → 2025-04-29
    Concord, CA
  • 2018-07-25 → 2023-06-29
    Cetera Wealth Services, Llc
    Rancho Cordova, CA
    Livermore, CA
    Cincinnati, OH
    Fair Oaks, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-05
  • S63 Uniform Securities Agent State Law Examination
    1997-02-05
Other Names
  • Jon Beer

View on SEC IAPD

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