JB
JB

John Beckett

35 Years of Experience
Marlton, NJ
BrokerSells Insurance

John Beckett is a registered investment advisor at Cetera Investment Advisers LLC, based in Marlton, NJ, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10000 Lincoln Drive East, 201, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an insurance agent with Beckett Wealth Management Group, LLC since 2000, but spends minimal time on it. He also owns Beckett Asset Management LLC, which is used to pay taxes and requires minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Financial Services, INC.Broker
November 2006 - September 2016 · 9 yrs 10 mos
Vsr Advisory Services
November 2006 - September 2016 · 9 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - November 2006 · 3 yrs 4 mos
Wachovia Securities, LLC
July 2003 - November 2006 · 3 yrs 4 mos
Prudential Securities Incorporated
December 2002 - July 2003 · 7 mos
Prudential Securities IncorporatedBroker
December 2002 - July 2003 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - December 2002 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1984 - February 1988 · 3 yrs 4 mos
State Registrations8 states
CADEFLNJNYPAVAVT
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.
John Beckett - Financial Advisor | TrueAdvisor