Securities America Advisors, Inc
About this Advisor
Jon Fuller is a financial advisor based in La Vista, Nebraska. Currently an investment advisor with Securities America Advisors, Inc, they have accumulated 16 years of experience in the financial advisory industry. Fuller holds Series 63 and Series 66 licenses, certifying them as a securities broker. Fuller is able to serve clients based out of Nebraska. Their career trajectory has included roles at Td Ameritrade, Charles Schwab & Co., Inc, Barnes & Noble, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 other brick-and-mortar locations in the nation. In total, Securities America Advisors, Inc manages $29 billion in assets covering 184,356 client accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jon Fuller Work History
Jon has 16 years of experience.
Securities America Inc
Securities America Advisors
Charles Schwab & Co., Inc
Barnes & Noble
Jon Fuller has no disclosures.
Please visit their SEC profile for more details.
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