Jonathan Paul Delo

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

• 05/2006 → 05/2022
  Ameriprise Financial Services, Inc.
  Paramus, NJ
• 05/2024 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 05/2024 → Present
  Cetera Investment Advisors Llc
  Pearl River, NY
• 06/2022 → 05/2024
  Lube It All Inc
  Blauvelt, NY

Previous Registrations

• 2006-07-25 → 2022-06-01
  Ameriprise Financial Services, Llc
  Saddle Brook, NJ
  Tarrytown, NY
  Rye Brook, NY
  White Plains, NY

Other Businesses

1. DELO AUTOMOTIVE SERVICE DBA LUBE IT ALL, 100% OWNER OF OIL CHANGE AND PREVENTIVE MAINTENANCE BUSINESS, 2/HRS/WK; 2 LUBE IT ALL INC, 100% OWNER OF OIL CHANGE AND PREVENTIVE MAINTENANCE BUSINESS, 2/HRS/WK 3. JPDFFAB INC DBA LEXINGTON GRILLE AND PUB, 100% OWNER, BUSINESS IS CLOSED AND IN THE PROCESS OF BEING DISOLVED

Exams

• S66 Uniform Combined State Law Examination
  2000-07-21
• S63 Uniform Securities Agent State Law Examination
  1997-04-07

Designations

• Certified Financial Planner