James Francis Lohnes

Current Employers

Employment History

• 04/2012 → 08/2022
  Planmember Securites Corporation
  Carpitneria, CA
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → Present
  Lohnes Wealth Management
  Bradenton, FL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-06-07 → 2022-08-03
  Planmember Securities Corporation
  Irvington, NY
  Bradenton, FL
  Bradenton, FL
• 2010-12-23 → 2012-01-12
  Voya Financial Advisors, Inc.
  Raleigh, NC
  Windsor, CT
  Tampa, FL
• 2008-08-22 → 2010-12-31
  Voya Financial Partners, Llc
  Tampa, FL
• 2007-08-02 → 2007-10-12
  Cetera Investment Services Llc
  Bradenton, FL
  Bradenton, FL
  Parrish, FL
  Sarasota, FL
• 2006-08-18 → 2007-07-20
  Mm Ascend Life Investor Services, Llc
  Bradenton, FL
• 2005-10-18 → 2006-01-12
  Investment Centers Of America, Inc.
  Bradenton, FL
  Palmetto, FL
  Bradenton, FL
• 2004-08-16 → 2005-06-23
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2004-01-21 → 2004-08-09
  Ncf Financial Services, Inc.
  Deerfield Beach, FL
• 2003-09-19 → 2003-12-06
  Invest Financial Corporation
  Tuckerton, NJ
• 2002-09-23 → 2002-11-25
  Td Wealth Management Services Inc.
  Toms River, NJ
• 2001-04-17 → 2002-06-03
  Invest Financial Corporation
  Cary, NC

Other Businesses

1) NAME OF OTHER BUSINESS: LOHNES WEALTH MANAGEMENT , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2001-02-28
• S63 Uniform Securities Agent State Law Examination
  1992-11-30

Other Names

• Jim Lohnes
• Jim Frances Lohnes
• James F. Lohnes
• James Francis Lohnes