Redondo Beach, CA Ave I Office

Jonathan Gragg is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and previously operated under his own advisory business, Jonathan Gragg, from 2016 to 2021. Outside of advisory services, he is also an insurance agent who sells life, health, annuities, and long-term care products. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Nancy Gragg is a financial advisor at Cetera with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Cetera entities since 2013. Outside of her advisory work, she serves on the Professional Advisory Council of Torrance Memorial Medical Center and acts as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing multiple investment approaches including model portfolios, third-party managers, and bespoke strategies.