DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

JONATHAN VERDEN BEVER

Advisor at CETERA INVESTMENT ADVISERS LLC

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:678b45b6-341d-dde4-32d1-0d7e8c212a28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 12, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 7, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 7, 1997
First registration: Dec 12, 1997
Dual registered: yes, broker-dealer
IAPD individual key: 2603856

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	n/a	yes	BELLEVUE, WA\|BELLEVUE, WA	Current employment
FULCRUM WEALTH ADVISORS, LLC	Independent wealth	Oct 4, 2017	Jan 26, 2026	no	BELLEVUE, WA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Aug 24, 2012	Sep 22, 2017	no	BELLEVUE, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 12, 2006	Sep 4, 2012	no	Bellevue, WA\|BELLEVUE, WA	Previous registration
PIPER SANDLER & CO.	Institutional manager	Dec 6, 2002	Aug 12, 2006	no	BELLEVUE, WA\|BELLEVUE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 12, 1997	Dec 9, 2002	no	BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FULCRUM WEALTH ADVISORS, LLC	CETERA INVESTMENT ADVISERS LLC	Jan 26, 2026	Jun 29, 2023	-942	Firm change after gap	RIA to ibd
OPPENHEIMER & CO. INC.	FULCRUM WEALTH ADVISORS, LLC	Sep 22, 2017	Oct 4, 2017	12	Firm change	Other
UBS FINANCIAL SERVICES INC.	OPPENHEIMER & CO. INC.	Sep 4, 2012	Aug 24, 2012	-11	Firm change	Other
PIPER SANDLER & CO.	UBS FINANCIAL SERVICES INC.	Aug 12, 2006	Aug 12, 2006	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PIPER SANDLER & CO.	Dec 9, 2002	Dec 6, 2002	-3	Firm change	Wirehouse to new firm

Relationships

Registered with (6)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Jun 29, 2023 to presentfactForm ADV
→ FULCRUM WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 4, 2017 to Jan 26, 2026factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Aug 24, 2012 to Sep 22, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 12, 2006 to Sep 4, 2012factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Dec 6, 2002 to Aug 12, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 12, 1997 to Dec 9, 2002factForm ADV

Dated events

Occurred
Jan 26, 2026
Advisor changed firm
Jonathan Verden Bever left Fulcrum Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)
Form ADVobserved 6 days ago