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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2023-06-29 |
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
3206 50Th Street Court Suite 210-D, Gig Harbor, WA 98335 • United States
600 E 32Nd Ave, Anchorage, AK 99503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonathan V Airey, Cfp | Tacoma | WA | 08/2007 | Present |
| Voya Financial Advisors | Tacoma | WA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 535 DOCK STREET STE 203; TACOMA; WA; 98402; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/19/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS; Jon Airey is my father, I joined his firm as an NRAP in 2007 before becoming a IAR in 2010.| 2) NAME OF OTHER BUSINESS: AIREY FAMILY FINANCIAL PLANNING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-25 |
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