JD
JD

John Desantis

31 Years of Experience
Elk Grove Village, IL
BrokerSells Insurance

John Desantis is a registered investment advisor at Cetera Investment Advisers LLC, based in Elk Grove Village, IL, with 31 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
Loading...

Location

Elk Grove Village, IL

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this. He also owns DeSantis Insurance Services since 2003, overseeing all sales and service of fixed insurance products, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2017 - June 2021 · 4 yrs 1 mo
Voya Financial Advisors, INC.Broker
June 2004 - June 2021 · 17 yrs
Mony Securities CorporationBroker
March 1994 - June 2004 · 10 yrs 3 mos
State Registrations3 states
FLILWI
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 Desantis - Financial Advisor | TrueAdvisor