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Jonathan Sharp

Financial advisor at Cetera Investment Advisers

Jonathan Sharp is a fiduciary financial advisor in Los Angeles, California, registered since Dec 2025. Jonathan joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.

Los Angeles, CA 90017Fiduciary advisor

At a glance

ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office801 S. Figueroa St. Suite 1120, Los Angeles, CA 90017
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.

Series 66Uniform Combined State Law Examination

Career

  1. Dec 2025 – now

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Sharp. Jonathan works from the Los Angeles, CA office.

How long has Jonathan been a financial advisor?

Jonathan is new to the profession, registered since Dec 2025, and holds 1 license.

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?

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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