Cetera Advisor Networks LLC
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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
Years of Experience
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Cetera Advisor Networks LLC 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
- Educational seminars/workshops
Jon Weinstein Work History
Jon has 28 years of experience.
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Jon Weinstein Assoc W/Cfm
Jon Weinstein has no disclosures.
Please visit their SEC profile for more details.