John Schooler
John Schooler is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 32 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
San Diego, CA
Get directionsHistory
Regulatory History (19)
Customer Dispute
January 2019Customer Dispute
June 2012Customer Dispute
April 2012Customer Dispute
December 2011Customer Dispute
October 2011Customer Dispute
September 2011Customer Dispute
September 2011Customer Dispute
August 2011Customer Dispute
July 2011Customer Dispute
July 2011Customer Dispute
July 2011Customer Dispute
May 2011Customer Dispute
May 2011Customer Dispute
March 2011Customer Dispute
January 2011Customer Dispute
April 2010Customer Dispute
March 2010Customer Dispute
January 2010Customer Dispute
February 2003Other Business ActivitiesSells Insurance
John volunteers with The Navigators Christian ministry, dedicating nearly full-time hours. He is also president/secretary of Surfside Wealth Management, spending a few hours per week managing expenses, and a financial professional for FFEC Wealth Partners, spending about a quarter of his time. John also sells life insurance and fixed annuities, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity CorporationBroker
First Financial Equity Corporation
Wfp SecuritiesBroker
Western Financial Advisors
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
Western Financial Advisors
Wfp SecuritiesBroker
Montano Securities CorporationBroker
State Registrations2 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.