JB
Jonathan V. Bever
FULCRUM WEALTH ADVISORS
Bellevue, WA 98004
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CRD#: 2603856
JB
Professional summary
Jonathan Verden Bever is a registered financial advisor currently at FULCRUM WEALTH ADVISORS, LLC located in Bellevue, Washington and CETERA INVESTMENT ADVISERS LLC located in Bellevue, Washington.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: FULCRUM WEALTH ADVISORS, LLC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISORY FIRM AND BROKER DEALER THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 09/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE
2.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 09/2017
APX NUMBER OF HOURS PER WEEK: VARIES
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE
3. NAME OF OTHER BUSINESS: FULCRUM WEALTH ADVISORS, LLC
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FINANCIAL SERVICES
START DATE: 09/2017
POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSNIESS
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Verden Bever's 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®
NoneExperience
Current
October 4, 2017 - Present
FULCRUM WEALTH ADVISORS, LLC
Office #1: 10940 Ne 33rd Place, Suite 210, Bellevue, WA 98004RIA
CRD#: 169277
Bellevue, WA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10801 Main St Ste 201, Bellevue, WA 98004RIA
CRD#: 105644
BELLEVUE, WA
Current
September 19, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 10940 Ne 33rd Place, Ste 210, Bellevue, WA 98004BD
CRD#: 13572
Bellevue, WA
Past
September 19, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
August 24, 2012 - September 22, 2017
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
BELLEVUE, WA
Past
August 24, 2012 - September 22, 2017
OPPENHEIMER & CO. INC.
BD
CRD#: 249
BELLEVUE, WA
Past
August 12, 2006 - September 4, 2012
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BELLEVUE, WA
Past
August 12, 2006 - September 4, 2012
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BELLEVUE, WA
Past
December 6, 2002 - August 12, 2006
PIPER SANDLER & CO.
RIA
CRD#: 665
BELLEVUE, WA
Past
December 6, 2002 - August 12, 2006
PIPER SANDLER & CO.
BD
CRD#: 665
BELLEVUE, WA
Past
December 12, 1997 - December 9, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BELLEVUE, WA
Past
January 7, 1997 - December 9, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 3, 1995 - September 6, 1995
FIDELITY DISTRIBUTORS CORPORATION
BD
CRD#: 6848
SMITHFIELD, RI
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Alaska(9/19/2017)
RR
California(9/19/2017)
RR
Florida(2/4/2025)
RR
New York(9/19/2017)
RR
Oregon(9/19/2017)
RR
Washington(9/19/2017)
IAR
Washington(10/4/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
