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Jon Anderson

Head of Growth360

Jon Anderson is the Managing Director and Head of Workplace & Retirement at Cetera Financial Group.2 He has extensive experience in the financial services industry, particularly in retirement planning and wealth management. Anderson has been with Cetera Financial Group for over a decade, during which he has held various leadership positions.1

Key points about Jon Anderson:

  1. Current role: Head of Workplace & Retirement at Cetera Financial Group2
  2. Previous roles at Cetera:
    • Led the Growth360 initiative to drive organic client growth among the firm's network of wealth advisers1
    • Built out a retirement plan unit to support Cetera's network of financial advisers1
  3. Experience: Over 11 years at Cetera Financial Group1
  4. Focus areas:
    • Retirement plan solutions
    • Wealth management
    • Participant programming for 401(k) plans
  5. Strategy: Emphasizes personalized service to plan participants and leveraging wealth management expertise in the retirement plan space1
  6. Education: Graduated Cum Laude from Franciscan University of Steubenville2
  7. Personal: Husband, father of four, and ultra-runner2
  8. Location: Based in San Diego, California2

Anderson is known for his efforts to bridge the gap between wealth management and retirement plan advising, focusing on providing customized experiences for plan participants while scaling these services across Cetera's vast network of advisers.1

Highlights

Aug 13 · planadviser.com
Cetera Leans Into Wealth Expertise in 401(k) Participant Programming
Cetera Leans Into Wealth Expertise in 401(k) Participant Programming
May 28 · thinkadvisor.com
A Conversation with Cetera Financial Group's Head of Workplace ...
A Conversation with Cetera Financial Group's Head of Workplace ...
May 22 · pennwest.edu
Dr. Jon Anderson Named President of PennWest University
Apr 22 · egps.com
Jon Anderson - Economic Group Pension Services - EGPS

Related Questions

What is the Growth360 initiative at Cetera Financial Group?
How has Jon Anderson's role evolved at Cetera Financial Group?
What are the key components of Cetera's "wealth bridge" program?
How does Cetera differentiate itself from other firms in the retirement plan market?
What challenges does Jon Anderson face in his current role?
Jon Anderson
Jon Anderson, photo 1
Jon Anderson, photo 2
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Location

San Diego, California, United States