JD
Jonathan D. Donaldson
CETERA INVESTMENT ADVISERS LLC
BATON ROUGE, LA 70816
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CRD#: 6427237
JD
Professional summary
Jonathan Daniel Donaldson, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Baton Rouge, Louisiana and CETERA ADVISORS LLC located in Baton Rouge, Louisiana.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 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: DBA INFINITY FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL & INSURANCE SERVICES; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PREPARING FINANCIAL PLANS, INVESTMENT REPORTS AND ANALYSIS. INSURANCE PRODUCTS ; (2) NAME OF OTHER BUSINESS: ADJ ENTERPRISES LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SINGLE MEMBER LLC ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: LLC FACILITATES PAYMENTS FROM INFINITY FINANCIAL GROUP LLC (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (4) NAME OF OTHER BUSINESS: SIGMA ALPHA EPSILON INVESTMENT RELATED: NO ADDRESS: 3743 WEST LAKE SHORE DRIVE, BATON ROUGE, LA 70808 ; NATURE OF BUSINESS: FRATERNITY ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: LOUSIANA SAE CHAPTER ADVISOR ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MAKING SURE CHAPTER TURNS IN CORRECT FORMS TO UNIVERSITY AND FOLLOWS ESTABLISHED RULES ; (5) NAME OF OTHER BUSINESS: ASCENT BEHAVIOR THERAPY CENTER; INVESTMENT RELATED: NO; ADDRESS: 5349 FLANDERS DR, BATON ROUGE, LA 70808; NATURE OF BUSINESS: BEHAVIORAL HEALTH SERVICES; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOT INVOLVED IN DAY TO DAY OPERATIONS;
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Daniel Donaldson'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®
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4626 Sherwood Common Blvd #301, Baton Rouge, LA 70816RIA
CRD#: 105644
BATON ROUGE, LA
Current
October 11, 2016 - Present
CETERA ADVISORS LLC
Office #1: 4626 Sherwood Common Blvd #301, Baton Rouge, LA 70816BD
CRD#: 10299
Baton Rouge, LA
Past
May 8, 2017 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
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
Arkansas(3/26/2024)
RR
Louisiana(10/12/2016)
IAR
Louisiana(3/21/2024)
RR
Texas(1/4/2021)
IAR
Texas(3/21/2024)
Exams
State Security Law 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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Baton Rouge, LA 70816TRUST BUT VERIFY
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