John Simonson
John Simonson is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, 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
Firm Size
IM Fee
Assets Under Management
Location
3573 E. Sunrise Drive, Suite 133, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
John is a trustee for Mather Investment LTD, owner of Spaulding Venture LTD Partnership, and general partner for Mather Investment LLP. He also works full-time as a financial advisor for FFEC Wealth Partners and Simonson Wealth Management, and owns John S. Simonson LLC. Finally, he is a co-director for Jay-Six Ranch Inc, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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.