Jon
Weinstein

Cetera Advisor Networks LLC

CRD#462026
Investment Advisor
in Dallas, TX
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About this Advisor

Jon Weinstein is a certified financial planner based in Dallas, Texas. Currently a registered investment advisor at Cetera Advisor Networks LLC, they have gathered a notable 28 years of professional experience in the financial advisory industry. Weinstein has a Series 63 license, certifying them as a securities agent. Weinstein is able to operate in Texas. Throughout their career, they have worked at Financial Network Investment Corporation, Jon Weinstein Assoc W/Cfm and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in Dallas, Texas, and has 850 other brick-and-mortar locations in the country. As a company, Cetera Advisor Networks LLC oversees $21 billion in assets across 75,665 client accounts and retains more than 1,890 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 59,013 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cetera Advisor Networks LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5720 Lbj Freeway Suite 490
Dallas, TX 75240

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

TX Average: $7,578,581,321
Total Number of Employees

1,767

TX Average: 43
Total Number of Accounts

71,503

TX Average: 3,727
Average Account Size

$253,124

TX Average: $2,033,427

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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
  • Educational seminars/workshops

Jon Weinstein Work History

Jon has 28 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1995 - 2012 (17 years)

Financial Network Investment Corporation

1990 - Present (29 years)

Jon Weinstein Assoc W/Cfm

Disclosures

Jon Weinstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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