Jonathan Patrick Sheets

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

• 10/2011 → 02/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2021 → Present
  Hill Country Wealth Management
  Cedar Park, TX
• 02/2021 → 09/2022
  Kestra Investment Services, Llc
  Cedar Park, TX
• 02/2021 → 09/2022
  Kestra Advisory Services, Llc
  Cedar Park, TX
• 09/2022 → Present
  Lpl Financial Llc
  Cedar Park, TX
• 03/2024 → Present
  A+ Federal Credit Union
  Georgetown, TX
• 03/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Georgetown, MN

Previous Registrations

• 2022-09-09 → 2024-03-19
  Lpl Financial Llc
  Cedar Park, TX
  San Diego, CA
  Cedar Park, TX
• 2021-02-12 → 2022-09-09
  Kestra Advisory Services, Llc
  Cedar Park, TX
  Austin, TX
• 2011-10-18 → 2021-02-12
  Cuso Financial Services, L.P.
  Austin, TX
  San Diego, CA
  Cedar Park, TX
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2007-01-05 → 2011-08-25
  Swbc Investment Company
  San Antonio, TX
• 2006-12-06 → 2006-12-31
  Cetera Wealth Services, Llc
  San Antonio, TX
  Austin, TX
• 2003-09-12 → 2006-02-01
  Td Ameritrade, Inc.
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-08-14
• S63 Uniform Securities Agent State Law Examination
  1993-01-15

Designations

• Certified Financial Planner