#USA #Washington, D.C. #Summit Financial #Cetera #Jonathan Bulman

Jonathan Bulman Transfers to Cetera Financial Group

In a significant move within the financial advisory landscape, seasoned advisor Jonathan Bulman has announced his transition from Osaic to Cetera Financial Group’s Summit Financial Networks region. This change comes with a remarkable $140 million in assets under administration, marking a new chapter that aims to prioritize community and collaborative efforts.

Bulman’s decision was driven by a growing discontent with the fragmented service he had encountered in previous roles. During his search for a new broker-dealer, he realized that the environment at Cetera resonated with his vision of building a supportive community. “I excel at bringing people together and find that I work best in a collaborative setting. I could no longer ignore the subpar service and sense of fragmentation I have experienced elsewhere,” he shared, illustrating his eagerness to establish a vibrant branch within Washington, D.C.

Having graduated from American University's Washington College of Law, Bulman possesses a unique perspective that combines legal expertise with financial acumen. This background enables him to identify and tackle roadblocks effectively, ensuring a smooth experience for both clients and his practice. Bulman expressed enthusiasm for leveraging Cetera’s scalable growth resources, emphasizing the importance of partnering with a firm that understands the nuances of growth within the advisory sector.

Tom Halloran, a leader within Cetera Advisor Channel, commended Bulman for recognizing the strengths of the organization. He stated, “Jon brings a refreshing and unique point of view to his practice, and I know he will bring the same approach to the new Summit branch he's spearheading.” This partnership is poised to deliver tailored services and innovative technology aimed at driving growth in this new venture.

Cetera Financial Group is noted for its commitment to providing a robust platform for independent financial advisors and institutions. With approximately 12,000 financial professionals and over $545 billion in assets under administration, Cetera continues to distinguish itself by departing from conventional advisory models. Their focus is to enable advisors to transition, grow, or scale their practices while maintaining personal connections that foster client satisfaction.

As Bulman gears up to establish the Summit branch, he looks forward to creating a community-oriented environment, complemented by Cetera's comprehensive resources. He believes that financial advisors today require partners that can offer both substantial support and a personal touch, something he is eager to implement in Washington, D.C.

Ultimately, Bulman’s move to Cetera is not just a career shift; it’s a mission to reshape the advisory experience, emphasizing collaboration, community involvement, and client-focused service. With the support of Cetera, Bulman is positioned to lead a new approach to financial advising that aspires to redefine industry standards. By fostering a spirit of collaboration and promoting a more connected environment, Bulman and his new team at Summit Financial are set to make a significant impact in the sector.

For individuals interested in learning more about Cetera Financial Group or Summit Financial Networks, further details can be found on their respective websites. This transition marks an exciting time for Bulman, Cetera, and the financial community in Washington, D.C., as they work together to cultivate a thriving advisory environment based on trust, transparency, and community engagement.