Jonathan Donenfeld
Professional summary
Jonathan Donenfeld, who also goes by Jon Lloyd Donenfeld, Jonathan Lloyd Donenfeld, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Union City, New Jersey.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan has worked at 2 firms and has passed the Series 63, Series 7 and Series 25 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Donenfeld's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 512 42nd St, Union City, NJ 07087July 30, 2003 - April 5, 2007
A.L. SARROFF, LLC
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2026)
Exams
Series 25
Date: 12/4/2003
NYSE Trading Assistant ExaminationCurrent Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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 |
Red Flags
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