JG
JG

John Gibbs

29 Years of Experience
Ashland, OR
BrokerSells Insurance

John Gibbs is a registered investment advisor at Cetera Investment Advisers LLC, based in Ashland, OR, 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

295 E. Main St. Ste 10, Ashland, OR, 97520

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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 ActivitiesSells Insurance

John is involved in several rental property management and ownership activities, as well as tax preparation services through Fortress Financial Advantage, LLC. He also sells equity indexed annuities through Avantax Affiliated Insurance Agency, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 1998 - September 2025 · 27 yrs
Avantax Investment Services, INC.Broker
December 1996 - September 2025 · 28 yrs 9 mos
State Registrations27 states
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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 Gibbs - Financial Advisor | TrueAdvisor