Jonathan Greene

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

• 01/2014 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 01/2014 → 08/2023
  Securian Financial Services, Inc
  St. Paul, MN
• 01/2014 → Present
  Allied Wealth Partners
  Uniondale, NY
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Uniondale, NY
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2016 → Present
  J. Greene & Associates
  Uniondale, NY

Previous Registrations

• 2021-02-09 → 2023-08-10
  Securian Financial Services, Inc.
  Uniondale, NY
  St. Paul, MN

Other Businesses

1) ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: , Uniondale NY , United States DESCRIPTION: Agent/Broker 2) SCOTT J BEIGEL MEMORIAL FUND BOARD OF DIRECTORS POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 225 Broadhollow Road, Sute 205, Melville NY 11747, United States DESCRIPTION: My best friend was murdered in Parkland FL. and his parents have asked me to join them on the board of directors of his Memorial fund. The mission of the fund is to send children who have been affected by gun violence to summer camp. There are no specific duties that i will have with regard to the fund. I will be in an advisory capacity for his parents and other board members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-21
• S63 Uniform Securities Agent State Law Examination
  2008-09-18