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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-25
  • CO RA
    APPROVED
    Since 2025-04-25

Branch Locations

6760 Corporate Drive Suite 100, Room 106, Colorado Springs, CO 80919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Colorado Springs CO 09/2017 09/2018
Unemployed Colorado Springs CO 06/2017 09/2017
Whole Foods Market Colorado Springs CO 05/2014 06/2017
T. Rowe Price Colorado Springs CO 06/2024 01/2025
Everence, Everence Trust Company, Everence Foundation, Everence Denver CO 02/2025 Present
Unemployed Colorado Springs CO 01/2025 02/2025
T. Rowe Price Colorado Springs CO 09/2018 08/2019
T. Rowe Price Colorado Springs CO 08/2019 05/2022
T. Rowe Price Colorado Springs CO 05/2022 07/2023
T. Rowe Price Colorado Springs CO 07/2023 06/2024
Cetera Wealth Services, Llc El Segundo CA 04/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2025 Present
  • 09/2017 → 09/2018
    T. Rowe Price
    Colorado Springs, CO
  • 06/2017 → 09/2017
    Unemployed
    Colorado Springs, CO
  • 05/2014 → 06/2017
    Whole Foods Market
    Colorado Springs, CO
  • 06/2024 → 01/2025
    T. Rowe Price
    Colorado Springs, CO
  • 02/2025 → Present
    Everence, Everence Trust Company, Everence Foundation, Everence
    Denver, CO
  • 01/2025 → 02/2025
    Unemployed
    Colorado Springs, CO
  • 09/2018 → 08/2019
    T. Rowe Price
    Colorado Springs, CO
  • 08/2019 → 05/2022
    T. Rowe Price
    Colorado Springs, CO
  • 05/2022 → 07/2023
    T. Rowe Price
    Colorado Springs, CO
  • 07/2023 → 06/2024
    T. Rowe Price
    Colorado Springs, CO
  • 04/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2025 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE, EVERENCE TRUST COMPANY, EVERENCE FOUNDATION, EVERENCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY AND OTHER EVERENCE ENTITIES, AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. NAME OF OTHER BUSINESS: MOUNTAIN STATES MENNONITE CONFERENCE YOUTH COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 4625 RANCH DR, COLORADO SPRINGS, CO 80918; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: YOUTH COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MEET QUARTERLY OR AS NEEDED TO COORDINATE AND PROMOTE MOUNTAIN STATEMENTS MENNONITE CONFERENCE YOUTH EVENTS; NAME OF OTHER BUSINESS: BETH-EL MENNONITE CHURCH INVESTMENT RELATED: NO ADDRESS: 4625 RANCH DR., COLORADO SPRINGS CO 80918 NATURE OF BUSINESS: BOARD START DATE: 1/24/26 POSITION/TITLE/RELATIONSHIP: LEADERSHIP TEAM MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS AND MAKE DECISIONS FOR CONGREGATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-01
S63 Uniform Securities Agent State Law Examination 2017-12-07
  • S66 Uniform Combined State Law Examination
    2022-06-01
  • S63 Uniform Securities Agent State Law Examination
    2017-12-07
Other Names
  • Jonathan Harnish
  • Jon Harnish

View on SEC IAPD

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