Jupiter, FL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

Jupiter FL

Advisors at this office

3

Advisors at this office

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Jon D

Series 63, Series 65

Jupiter, FL

Cetera

Jon Deane is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he operates tax and accounting businesses, including serving as president of Apex 2030 Inc. and working in tax preparation and accounting at Gaffey Deane & Talley PLLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a range of investment program options.

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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Michael C

Series 63, Series 65

Jupiter, FL

Cetera

Michael Comcowich is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Glowacki & Company. He serves as treasurer and board member for the Windrift at Jonathans Landing Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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David C

ChFC®, Series 63

Jupiter, FL

Cetera

David Cole is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera in 2023, he worked at VOYA Financial Advisors from 2014 to 2021 and at Cetera Wealth Services, LLC starting in 2021. He is also president and owner of Retirement Income Resources, LLC, a firm engaged in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

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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