John Nash
John Nash is a registered investment advisor at Cetera Investment Advisers LLC, based in Danville, CA, with 25 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
Danville, CA
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Regulatory History
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 provides consulting services as CEO of John Nash Consulting, dedicating about 10-20% of his time. He also works as an insurance agent selling life and fixed annuities, and owns Optim NQ, Inc. which provides financial services and sells fixed insurance, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Advisor Networks LLCBroker
M Holdings Securities, INC.Broker
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Mmc Securities CORP.Broker
Clark/bardes Financial Services, INC.Broker
Westport Financial Services, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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