JB
CFP
JB
CFP

Jon Wayne Bemis

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

4821 E 2nd Street, Long Beach, CA, 90803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jon is a sole proprietor of Jon W. Bemis, CPA, providing tax and accounting services since 1992. This takes about a quarter of his time, with most of the hours occurring during trading hours.

Employment History
Current Registrations
Clg LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
August 2001 - June 2023 · 21 yrs 10 mos
Cetera Advisor Networks LLCBroker
January 2001 - December 2023 · 22 yrs 11 mos
H.D. Vest Investment Securities, INC.Broker
November 1999 - February 2001 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.