JC
PFS
JC
PFS

John Coffey

34 Years of Experience
N. Aurora, IL
BrokerSells Insurance

John Coffey is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in N. Aurora, IL, with 34 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

1105 Ritter St, Ste C, N. Aurora, IL, 60542

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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 involved with Coffey & Associates, PC, a public accounting firm and DBA for investment services, tax preparation, and business consulting, dedicating nearly full-time hours. He also works as a health sales and administration agent, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 1999 - Present · 27 yrs 3 mos
Cetera Financial Specialists LLC
October 1991 - Present · 34 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 1991 - Present · 34 yrs 9 mos
State Registrations7 states
ARAZCACOFLGAIL
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 Coffey - Financial Advisor | TrueAdvisor