Cetera Investment Advisers
35yrs
Top 5% by experience in Garden Grove
3yrs
Jonathan Zermeno
Financial advisor at First Command Advisory Services
Jonathan Zermeno has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Garden Grove, California. Jonathan joined First Command Advisory Services in 2023, a firm offering financial planning and investment management. First Command Advisory Services reports being paid through a percentage of assets and flat fees.
One of 43 advisors with offices in Garden Grove, and one of 41 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office12419 Lewis St Suite 104, Garden Grove, CA 92840
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$214,697
Advisors at the firm1,025
States licensed ?1 state
Services through First Command Advisory Services
Financial planningInvestment management for individuals and small businesses
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowFirst Command Advisory ServicesCurrent firm
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?
- 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 First Command Advisory Services at 817-731-8621 and ask for Jonathan Zermeno. Jonathan works from the Garden Grove, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jonathan hold?
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?
First Command Advisory Services reports being paid by a percentage of the assets they manage, 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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