Jon Anderson
Head of Workplace & Retirement | Husband | Father x 4 | Ultra-runner
- Role
- Managing Director, Head of Workplace & Retirement at Cetera Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Anderson
Securities and advisory services offered through Cetera Advisor Networks LLC (doing…
Experience
Managing Director, Head of Workplace & Retirement
Jan 2024 — Present · San Diego, CA, US
Education
Franciscan University of Steubenville
Bachelors
Skills
- Wealth Management
- Negotiation
- Sales
- Investment Advisory
- Trading
- Financial Advisory
- Uniform Combined State Law
- Morningstar
- Financial Planning
- Series 63
- Securities Regulation
- Securities
- Series 65
- Retirement Planning
- Retirement Plan Consulting
- Finra
- Investments
- Process Improvement
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Etfs
- Investment Strategies
- Separately Managed Accounts
- 401k
- Series 6
- 401(K) Retirement Savings Plans
- Operational Streamlining
- Customer Service
- Financial Analysis
- Finance
- Series 7
- Wealth
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