Adviser and broker representative · Cetera Investment Advisers LLC
David Jwanier
CRD 6635613 · Lansdale, PA
At a glance
David Jwanier is an investment adviser representative with Cetera Investment Advisers LLC in Lansdale, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2021, about 5 years ago. David is also registered as a broker representative.
Current advisory firms
- Cetera Investment Advisers LLCSince June 2023Lansdale, PA · $257B in regulatory assets
- Cwm, LLCSince September 2025Omaha, NE · $51B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Joseph J. Ochotny Jr.Lansdale · Personal Financial Specialist
- Susan M. WallaLansdale · Certified Financial Planner
- Mohamed AalenTucker
- John D. AaronWalnut Creek
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