Jon Anderson Email & Phone Number
Managing Director, Head of Workplace and Retirement @ Cetera Financial Group
Jon Anderson Location
San Diego, CA, US
Jon Anderson Work
- 2024 - now Managing Director, Head of Workplace and Retirement @ Cetera Financial Group
- 2018 - 2024 Board Member - Business Advisory Board @ Franciscan University of Steubenville
- 2021 - 2024 Head of Advisor Growth Solutions @ Cetera Financial Group
- 2018 - 2021 Leadership Council @ National Association of Plan Advisors
- 2017 - 2021 Head of Retirement @ Cetera Financial Group
- 2014 - 2017 Director, Retirement Plan Solutions @ Cetera Financial Group
- 2012 - 2014 Vice President - Institutional Sales @ Western Pacific Securities
- 2009 - 2012 West Region Manager, Retirement Consulting Group - Retirement Partners @ LPL Financial
- 2008 - 2009 Wealth Manager @ LPL Financial
- 2006 - 2008 Financial Advisor @ AIG VALIC
Jon Anderson Education
- Franciscan University of Steubenville
Bachelors (Economics)
- Bernards High School
Jon Anderson Skills
- Interpersonal Skills
- Business Management
- Retirement Plan Consulting
- 401k
- Process Improvement
- Customer Service
- Negotiation
- Series 7
- Retirement Planning
- Retirement
Jon Anderson Summary
Jon Anderson, based in San Diego, CA, US, is currently a Managing Director, Head of Workplace and Retirement at Cetera Financial Group. Jon Anderson brings experience from previous roles at Franciscan University of Steubenville, Cetera Financial Group and National Association of Plan Advisors. Jon Anderson holds a Bachelors in Economics @ Franciscan University of Steubenville. With a robust skill set that includes Interpersonal Skills, Business Management, Retirement Plan Consulting, 401k, Process Improvement and more. Jon Anderson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
-
Thomas Gooley
Chief Operating Officer at Cetera Financial Group
San Diego, CA, US25+ -
Christian Mitchell
President, Cetera Solutions at Cetera Financial Group
San Diego, CA, US25+ -
Jeff Buchheister
Chief Financial Officer at Cetera Financial Group
San Diego, CA, US15+ -
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