JC
JC
John Coloso is a registered investment advisor, based in Wauwatosa, WI, with 41 years of industry experience.
Location
909 N. Mayfair Road, Suite 200A, Wauwatosa, WI, 53226
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Regulatory History (1)
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Customer Dispute
June 2015Withdrawn
Other Business ActivitiesSells Insurance
John is a trustee for the Michael J Coloso Rev Supplemental Trust since 2009 and an independent contractor for Insurance Services Group, Inc. since 2011. He also operates John Coloso Investments and sells fixed annuities as an insurance agent, and provides notary services for minimal time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2016 - November 2020 · 4 yrs 4 mos
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - December 2012 · 5 yrs 11 mos
Ffp Advisory Services INC
January 2002 - January 2007 · 5 yrs
Ffp Securities, INC.Broker
January 2002 - May 2008 · 6 yrs 4 mos
Equable Securities CorporationBroker
July 1984 - January 2002 · 17 yrs 6 mos
State Registrations5 states
FLMNTNTXWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.