Jun Tomlinson
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jun Tomlinson is an investment adviser representative with Cetera Investment Advisers LLC in Torrance, CA, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 5 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), 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.
- Wells Fargo Clearing Services, LLCAug 2021 – May 2022Los Angeles, CA
- Wells Fargo BANK, NAAug 2021 – May 2022Los Angeles, CA
- BANK OF AmericaFeb 2017 – Feb 2019Westwood, CA
- Merrill Lynch, Pierce,fenner & Smith IncorporatedFeb 2017 – Jun 2017Westwood, CA
- Keller WilliamSep 2020 – Aug 2021Rancho Palos Verdes, CA
- BANK OF America, N.A.May 2022 – Jul 2024El Segundo, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 – Jul 2024El Segundo, CA
- Fidelity InvestmentsOct 2024 – Feb 2026Torrance, CA
- UnemployedAug 2024 – Oct 2024Los Angeles, CA
- Tiffany & Co.Jun 2016 – Feb 2017Santa Monica, CA
- Jpmorgan Chase BANK, N.A.Apr 2019 – Aug 2020Rolling Hills Estates, CA
- J.p. Morgan Securities LLCApr 2019 – Aug 2020Rolling Hills Estates, CA
- Fidelity InvestmentsMar 2025 – Feb 2026Boston, MA
- East West BankMar 2026 – Jul 2026Torrance, CA
- Cetera Investment Services LLCMar 2026 – Jul 2026St Cloud, MN
- Cetera Investment Advisers LLCMar 2026 – Jul 2026Torrance, CA
- Citigrou Global Markets, IncAug 2026 – no end date reportedTorrance, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jun Tomlinson 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.
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