Jonathan Light

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

• 04/2023 → 10/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2011 → Present
  Regions Bank
  Fairhope, AL
• 09/2024 → 10/2024
  Cetera Investment Advisers Llc
  Fairhope, AL
• 04/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 04/2025 → Present
  Cetera Investment Advisors Llc
  Daphne, AL

Previous Registrations

• 2024-09-17 → 2024-10-07
  Cetera Investment Advisers Llc
  Fairhope, AL

Other Businesses

1. CHOIR DIRECTOR FOR FAIRHOPE CHRISTIAN CHURCH; 5 HRS/WK. 2. CHAIRMAN OF THE BOARD OF ON THE TRAIL FOUNDATION; ATTEND ALL BOARD MEETINGS, COMMITTEE MEETINGS AS ASSIGNED AND SELECTED ORGANIZATIONAL EVENTS.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12

Other Names

• Jonathan P Light
• Jonathan Phillip Light