Jonathan B. Beer

ALLSTATE FINANCIAL ADVISORS

Fair Oaks, CA

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CRD#: 2208367

Professional summary

Jonathan Brent Beer, who also goes by Jon Beer, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Fair Oaks, California and ALLSTATE FINANCIAL SERVICES, LLC located in Lincoln, Nebraska.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jonathan has worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Beer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: BAR FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2018 POSITION/TITLE/RELATIONSHIP: OSJ MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DESIGNATED SUPERVISORY ACTIVITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Brent Beer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Fair Oaks, CA

Current

August 5, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 151 N 8th St Ste 450, Lincoln, NE 68508-1380

CRD#: 18272

Lincoln, NE

Past

June 29, 2023 - April 29, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CONCORD, CA

Past

July 25, 2018 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

CONCORD, CA

Past

July 2, 2018 - April 29, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CONCORD, CA

Past

October 16, 2015 - April 3, 2018

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

July 8, 2015 - September 16, 2015

BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

FOUNTAIN HILLS, AZ

Past

March 3, 2008 - April 14, 2011

G1 EXECUTION SERVICES, LLC

CRD#: 111528

CHICAGO, IL

Past

April 15, 2005 - February 4, 2015

E*TRADE SECURITIES LLC

CRD#: 29106

CHICAGO, IL

Past

September 3, 2002 - June 17, 2005

E*TRADE CLEARING LLC

CRD#: 25025

JERSEY CITY, NJ

Past

May 8, 1998 - September 3, 2002

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

Past

September 3, 1997 - March 3, 1998

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

January 29, 1997 - September 3, 1997

U.S. BANCORP SECURITIES

CRD#: 17439

PORTLAND, OR

Past

March 23, 1992 - December 17, 1996

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/5/2025)

IAR

California
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 5/10/2006

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/8/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/19/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan B. Beer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Brent Beer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SCOTTRADE, INC.

BROOKLIGHT PLACE SECURITIES, INC.

G1 EXECUTION SERVICES, LLC

E*TRADE SECURITIES LLC

E*TRADE CLEARING LLC

E*TRADE SECURITIES LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP SECURITIES

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/5/1997

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 5/10/2006

Series 7

Date: 3/8/1996

Series 6

Date: 3/19/1992

Series 24

Date: 3/30/2001

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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