Jon Anderson

Jon Anderson Email and Phone Number

Managing Director, Head of Workplace and Retirement @ Cetera Financial Group
San Diego, CA, US
Jon Anderson's Location
San Diego, California, United States, United States
Jon Anderson's Contact Details
About Jon Anderson

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.

Jon Anderson's Current Company Details
Cetera Financial Group

Cetera Financial Group

View
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Website:
cetera.com
Employees:
1744
Jon Anderson Work Experience Details
  • Cetera Financial Group
    Managing Director, Head Of Workplace And Retirement
    Cetera Financial Group
    San Diego, Ca, Us
  • Cetera Financial Group
    Head Of Workplace & Retirement
    Cetera Financial Group Jan 2024 - Present
    San Diego , Ca, Us
  • Cetera Financial Group
    Head Of Advisor Growth Solutions
    Cetera Financial Group Jul 2021 - Jan 2024
    San Diego , Ca, Us
  • Cetera Financial Group
    Head Of Retirement
    Cetera Financial Group Dec 2017 - Jul 2021
    San Diego , Ca, Us
  • Cetera Financial Group
    Director, Retirement Plan Solutions
    Cetera Financial Group Jan 2014 - Dec 2017
    San Diego , Ca, Us
  • Franciscan University Of Steubenville
    Board Member - Business Advisory Board
    Franciscan University Of Steubenville Jul 2018 - Present
    Steubenville, Oh, Us
  • National Association Of Plan Advisors
    Leadership Council
    National Association Of Plan Advisors 2018 - Jul 2021
  • Brightscope
    Vice President - Institutional Sales
    Brightscope Sep 2012 - Jan 2014
    San Diego, Ca, Us
    BrightScope is a financial information company that brings transparency to opaque markets. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.
  • Lpl Financial
    West Region Manager, Retirement Consulting Group - Retirement Partners
    Lpl Financial Oct 2009 - Sep 2012
    San Diego, Ca, Us
    We are a dedicated team of experienced retirement plan sales consultants committed to helping retirement plan specialist advisors grow their revenue by helping them win and retain more retirement plans business. We serve as a single point of contact for training and education, process development, tool and resource utilization, and comprehensive case consultation through the entire sales process. I help my advisors build the type of retirement plan focused practice that they strive for.
  • Lpl Financial
    Wealth Manager
    Lpl Financial Dec 2008 - Oct 2009
    San Diego, Ca, Us
    Securities and Financial Planning offered through LPL Financial Member FINRA/SIPCThe LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states:ColoradoNew JerseyCalifornia
  • Aig Valic
    Financial Advisor
    Aig Valic Oct 2006 - Dec 2008
  • Aimsco Llc
    Customer Relations Representative
    Aimsco Llc Jan 2001 - Jun 2003
    Mediated project concerns on an international level between corporations, including Hidada LTD Saudi Arabia and Foster Wheeler Inc.• Gained experience in handling and resolving cultural differences in inter-corporate relations.

Jon Anderson Skills

Retirement Planning Retirement 401k Retirement Plan Consulting Mutual Funds Strategic Financial Planning Financial Advisory Investments Finra Finance Series 7 Investment Advisory 401 Retirement Savings Plans Wealth Management Series 63 Financial Planning Securities Sales Asset Allocation Investment Strategies Financial Analysis Wealth Series 65 Customer Service Etfs Uniform Combined State Law Separately Managed Accounts Negotiation Series 6 Process Improvement Operational Streamlining Morningstar Securities Regulation Trading

Jon Anderson Education Details

  • Franciscan University Of Steubenville
    Franciscan University Of Steubenville
    Economics
  • Bernards High School
    Bernards High School

Frequently Asked Questions about Jon Anderson

What company does Jon Anderson work for?

Jon Anderson works for Cetera Financial Group

What is Jon Anderson's role at the current company?

Jon Anderson's current role is Managing Director, Head of Workplace and Retirement.

What is Jon Anderson's email address?

Jon Anderson's email address is jo****@****ail.com

What schools did Jon Anderson attend?

Jon Anderson attended Franciscan University Of Steubenville, Bernards High School.

What are some of Jon Anderson's interests?

Jon Anderson has interest in Fishing, I Enjoy Cycling.

What skills is Jon Anderson known for?

Jon Anderson has skills like Retirement Planning, Retirement, 401k, Retirement Plan Consulting, Mutual Funds, Strategic Financial Planning, Financial Advisory, Investments, Finra, Finance, Series 7, Investment Advisory.

Who are Jon Anderson's colleagues?

Jon Anderson's colleagues are Alex Riccobono, Kathleen Anne Smith, Nichole Antil, Sharon Swarthout, Nicole Clancy, Connor Sheehy Cmt, Cipm®, Ramakrishna Kakarla.

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