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Jon F

Series 63, Series 66

Omaha, NE

Cetera

Jon Fuller Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with several firms, including Securities America Advisors and Cetera Wealth Services, and currently serves as Brokerage Operations Manager at CWM, LLC DBA Carson Partners, providing operational support to clients through the brokerage solutions group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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