Jonah Puschinsky

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

• 11/2017 → 10/2020
  Charlies On Prior
  Prior Lake, MN
• 10/2020 → 06/2021
  Von Hanson's Meats
  Savage, MN
• 02/2022 → 04/2022
  Vector Marketing
  Tempe, AZ
• 06/2021 → 08/2023
  Natural Stonescapes
  Shakopee, MN
• 11/2022 → 05/2023
  Dfy Commerce
  Phoenix, AZ
• 09/2023 → 05/2024
  Jr Capital
  Scottsdale, AZ
• 05/2017 → 05/2021
  Prior Lake High School
  Prior Lake, MN
• 08/2019 → 05/2021
  Normandale Community College
  Bloomington, MN
• 08/2013 → 05/2017
  Twin Oaks Middle School
  Prior Lake, MN
• 05/2021 → 12/2023
  Arizona State University
  Tempe, AZ
• 05/2017 → 11/2017
  Unemployed
  Prior Lake, MN
• 10/2020 → 02/2021
  Unemployed
  Prior Lake, MN
• 03/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Renaissance Financial
  Phoenix, AZ
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16