JB
JB

John Bargmann

30 Years of Experience
San Ramon, CA
BrokerSells Insurance

John Bargmann is a registered investment advisor at Cetera Investment Advisers LLC, based in San Ramon, CA, with 30 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

2000 Crow Canyon Place, Suite 430, San Ramon, CA, 94583

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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 sells life, health, and long-term care insurance as part of his investment/advisory business. He is also a board member for the Micki Rainey Scholarship Fund, an advisory representative for Pacific Center for Financial Services (dedicating full-time hours), and owns a rental property.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
The Pacific Center for Financial Services
June 1999 - Present · 26 yrs 10 mos
Cetera Wealth Services, LLC
June 1996 - Present · 29 yrs 10 mos
Cetera Wealth Services, LLCBroker
June 1996 - Present · 29 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2002 - June 2023 · 21 yrs 4 mos
Pruco Securities CorporationBroker
August 1995 - June 1996 · 10 mos
State Registrations11 states
CACOGAHIIDNMNVORTXVAVT
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.