Jonathan Ceci
Investment Adviser Representative at Missionsquare Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Ceci is an investment adviser representative in Costa Mesa, CA, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2024 and were previously registered with Eagle Strategies LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York Life Insurance CompanyOct 2024 – Jan 2026Irvine, CA
- Atrium Payroll ServicesMay 2023 – Sep 2024Pittsburgh, PA
- Grand Canyon EducationJan 2023 – May 2023Phoenix, AZ
- Grand Canyon UniversityFeb 2020 – Jan 2023Phoenix, AZ
- Brookdale Senior LivingDec 2019 – Aug 2020Danville, CA
- Esperanza High SchoolJan 2016 – Jan 2020Anaheim, CA
- Pick Up StixJan 2019 – Jun 2019Placentia, CA
- Nylife Securities LLCOct 2024 – Jan 2026Pittsburgh, PA
- Eagle Strategies LLCFeb 2025 – Jan 2026Anaheim, CA
- Blue Cedar Financial and Insurance SolutionsJul 2025 – Jan 2026Anaheim, CA
- MissionSquare Wealth ManagementJan 2026 – no end date reportedWashington, DC
- MissionSquare RetirementJan 2026 – no end date reportedWashington, DC
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Missionsquare Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 146
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Washington, DC
- SEC file number:
- 801-135346
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Missionsquare Wealth Management
Showing 12 of 146 in the directory
Similar advisors in Costa Mesa, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Ceci has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched