Jon Leonard Weinstein

Current Employers

Employment History

• 01/1990 → Present
  Jon Weinstein Assoc W/Cfm
  Dallas, TX
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, AND DISABILITY; 2. NAME OF OTHER BUSINESS: FINRA ARBITRATOR INVESTMENT RELATED Y/N: YES NATURE OF BUSINESS: SECURITIES REGULATION POSITION/TITLE/RELATIONSHIP TO BUSINESS: NEUTRAL OR ARBITRATOR START DATE: 2008 BRIEF DESCRIPTION OF DUTIES: DUTY IS TO GIVE FAIR AND NEUTRAL JUDGMENT TO DISPUTES THAT ARISE 3. NAME OF OTHER BUSINESS: LOUISIANA STATE UNIVERSITY INVESTMENT RELATED Y/N: NO ADDRESS: BATON ROUGE, LA NATURE OF BUSINESS: PROFESSIONAL ADVISORY COUNCIL POSITION/TITLE/RELATIONSHIP TO BUSINESS: PRO BONO START DATE: 9/23/2011 BRIEF DESCRIPTION OF DUTIES: TO BE AVAILABLE TO MEET WITH ALUMNI AND FRIENDS OF LSU; 4. NAME OF OTHER BUSINESS: TEMPLE EMANU-EL DALLAS, TX BROTHERHOOD; INVESTMENT RELATED: NO; ADDRESS: HILLCREST AVE, DALLAS, TX 75225 NATURE OF BUSINESS: NON PROFIT / SERVICE ORGANIZATION; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER TO HELP WHEN POSSIBLE; 5. NAME OF OTHER BUSINESS: COMMUNITY FOUNDATION OF TEXAS; INVESTMENT RELATED: NO; ADDRESS: 5500 CARUTH HAVEN LANE DALLAS, TX 75225; NATURE OF BUSINESS: NON PROFIT; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: PROFESSIONAL ADVISORY COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: JOIN EVENTS, SHARE KNOWLEDGE AND OUTREACH, PROVIDE PROFESSIONAL INSIGHT AND EXPERTISE;

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-01-22

Designations