Supreme Alliance
44yrs
Top advisor by experience in Georgetown
34yrs
Jonathan Sheets
Full name on record: Jonathan Patrick Sheets
Financial advisor at Cetera Investment Advisers
Jonathan Sheets has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Georgetown, Texas. After two years at LPL Financial and two years at Kestra Advisory Services, Jonathan joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the CFP® designation.
One of 137 advisors with offices in Georgetown, and one of 124 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 8% by experience in Texas
Office804 S Interstate 35, Georgetown, TX 78628
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- Sep 2022 – Mar 2024LPL Financial LLCPreviously
- Feb 2021 – Sep 2022Kestra Advisory Services, LLCPreviously
- 2011 – 2021Cuso Financial Services, L.P.Previously
- 2007 – 2011SWBC Investment CompanyPreviously
- Dec 2006 – Dec 2006Cetera Wealth Services, LLCPreviously
- 2003 – 2006TD Ameritrade, Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Jonathan Sheets. Jonathan works from the Georgetown, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1993, about 34 years. Top 8% by experience in Texas.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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