Jonathan Bulman Embraces New Opportunities at Cetera
Renowned financial advisor Jonathan Bulman has made a significant career move by joining Cetera Financial Group, bringing with him an impressive portfolio of assets under administration worth $140 million. His transition from Osaic to the Summit Financial Networks region of Cetera marks a pivotal point not just for Bulman, but also for the community he aims to build.
A New Approach to Financial Advising
Having recognized a gap in the industry regarding a supportive community atmosphere, Bulman was drawn to join Cetera. He intends to establish a branch of Summit Financial Networks that prioritizes collaboration and connection among financial advisors. Throughout his career, he has developed a strong sense of what it means to work in a cohesive environment, and he aims to replicate that successful model.
Creating a Collaborative Environment
Bulman shared, "I excel at bringing people together and find that I work best in a collaborative setting." This approach was crucial to his decision to seek out a new professional home. His experience has shown him the importance of collaboration, inspiring him to find a firm that aligns with this value. He appreciated Cetera’s open-mindedness regarding his quest to foster a sense of community.
The Benefits of Joining Cetera
Cetera Financial Group is recognized for its forward-thinking initiatives and commitment to advisor growth. Bulman, a graduate from American University’s Washington College of Law, believes that his unique background equips him with the skills necessary to help clients navigate obstacles effectively. He noted, “In the financial services industry, advisors really need a partner with the size, scale and sophistication to support multiple growth avenues.” These attributes are what he anticipates will enrich his practice at Cetera.
Support from Leadership
The leadership at Cetera acknowledges Bulman's fresh perspective and is enthusiastic about the contributions he will bring. Tom Halloran, the Cetera Advisor Channel Leader, remarked, "Jon brings a refreshing and unique point of view to his practice." This partnership aims to harness technology and support systems that will fuel Bulman’s vision of growth and community in the Summit branch.
About Cetera Financial Group
Cetera Financial Group stands out as a leading hub for financial advisors, providing them with resources that enhance control and optimize their ability to create value. The firm breaks away from conventional models, offering solutions, support, and services that empower advisors. With a robust framework established for scalable growth, Cetera serves various financial professionals, institutions, and independent advisors.
Investing in Growth and Satisfaction
As of now, Cetera oversees about $545 billion in assets under administration and manages $235 billion in assets. This ambitious growth strategy reflects their commitment to providing a satisfying advisor experience, which is evident in their high satisfaction ratings.
Community Engagement and Future Plans
With such a strong foundation, Bulman is excited about the potential for community engagement that he can cultivate within Cetera. The focus on building relationships and nurturing a sense of belonging is pivotal to his plans for the Summit Financial Networks branch.
Frequently Asked Questions
What inspired Jonathan Bulman to join Cetera?
Bulman was motivated by the desire for a supportive and collaborative community, which he found lacking in his previous roles.
How much does Jonathan Bulman manage in assets?
He brings $140 million in assets under administration to Cetera.
What is Summit Financial Networks?
Summit Financial Networks is a region within Cetera Advisor Networks that focuses on enhancing community and collaboration among financial advisors.
What does Cetera Financial Group provide to its advisors?
Cetera offers various resources, support systems, and innovative solutions designed to help advisors grow and thrive in their practices.
How are advisor satisfaction levels at Cetera?
Cetera has received impressive ratings, with a score of 4.8 out of 5 in advisor satisfaction based on feedback from nearly 35,000 reviews.
