TMBS E24: Cetera Financial Jon Anderson

Jon Anderson Director, Retirement Plan Solutions Jon Anderson is the director of Retirement Plan Solutions at Cetera Financial Group and a member of Cetera’s Advisor Growth leadership team. In this role, Jon leads the strategic expansion of the group’s qualified retirement plan offerings to support retirement‐plan focused advisors. Prior to joining Cetera, Jon was vice president for institutional sales at BrightScope, an innovative independent provider of software, analytics, and data to the financial services industry, headquartered in San Diego, California. There, he was responsible for expanding the firm’s offering to leading broker‐dealers, DCIO asset managers and record‐keepers, while gaining invaluable knowledge specific to data unique to the retirement‐plan industry. Previously, he served as west region manager of the Retirement Partners division for LPL Financial, where he worked closely with some of the leading financial advisors, service providers and other professionals in the retirement plan industry to help create LPL’s comprehensive offering. Jon also brings to Cetera his extensive experience with strategic planning and a unique perspective through his roles as a wealth manager for Colorado Financial Partners (LPL Financial) and financial advisor for AIG Retirement. Jon earned his B.A., cum laude, in economics from the Franciscan University of Steubenville. He is also co-founder and director of the Jeffrey J. Anderson Business Leader’s Scholarship offered at Franciscan University. He holds the Accredited Investment Fiduciary (AIF)© designation, the Professional Plan Consultant (PPC) designation, and the Certified 401(k) Professional (C(k)P) designation at UCLA’s Anderson School of Management Executive Education. He lives in San Diego with his wife and three sons.