JK
JK

John Koulianos

29 Years of Experience
Clearwater, FL
Broker

John Koulianos is a registered investment advisor at Cetera Investment Advisers LLC, based in Clearwater, FL, with 29 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

28050 Us Hwy 19N, Ste 300, Clearwater, FL, 33761

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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.

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Other Business Activities

John is the owner of Koulianos & Associates PA, a CPA practice, since 1990, dedicating about a quarter of his time to accounting and tax services. He also provides forensic and litigation support as a CPA through CPA Legal Support LLC, and serves as campaign treasurer for US Congressman Gus Billirakis, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2005 - Present · 20 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Cetera Financial Specialists LLC
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C.J.M. Asset Management, LLC
April 2000 - November 2005 · 5 yrs 7 mos
C. J. M. Planning CORP.Broker
September 1996 - October 2005 · 9 yrs 1 mo
State Registrations2 states
CTFL
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 Koulianos - Financial Advisor | TrueAdvisor