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JP

John Pezzullo

33 Years of Experience
Wheaton, IL
BrokerSells Insurance

John Pezzullo is a registered investment advisor at Cetera Investment Advisers LLC, based in Wheaton, IL, with 33 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

1776 S Naperville Rd, Suite A-206, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John is a certified public accountant and owner of Jonlyn and Associates, working nearly full-time in this role, which includes securities and insurance sales. He also manages several real estate LLCs and a family trust, dedicating minimal time to each, and sells health products through Zilis, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2006 - Present · 20 yrs 3 mos
Cetera Financial Specialists LLCBroker
July 2000 - Present · 25 yrs 10 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
October 1992 - July 2000 · 7 yrs 9 mos
State Registrations11 states
AZCAFLILINMINCNVPATXWI
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.