Ameriprise Financial Services
44yrs
Top advisor by experience in Plymouth
21yrs
Jonathan Eitas
Full name on record: Jonathan Edward Eitas
Financial advisor at Cetera Investment Advisers
Based in Plymouth, Massachusetts, Jonathan Eitas is a fiduciary financial advisor with 21 years of industry experience. Jonathan has been with Cetera Investment Advisers since 2026; before that, Jonathan spent five years at Kovack Advisors and two years at Geneva Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 102 advisors with offices in Plymouth, and one of 87 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office85 Samoset St Suite 34, Plymouth, MA 02360
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowCetera Investment Advisers LLCCurrent firm
- 2021 – 2026Kovack Advisors, Inc.Previously
- 2015 – 2017Geneva Advisors, LLCPreviously
- 2012 – 2015Manulife Investment Management (us) LLCPreviously
Contact Jonathan
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Jonathan. 85 Samoset St Suite 34Plymouth, MA 02360Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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
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About Jonathan
How do I contact Jonathan?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Jonathan Eitas. Jonathan works from the Plymouth, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
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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