JA
JA

John Adair

18 Years of Experience
Lake Worth, FL
BrokerSells Insurance

John Adair is a registered investment advisor, based in Lake Worth, FL, with 18 years of industry experience.

Location

Lake Worth, FL

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 sells equity indexed annuities through Avantax Insurance Agency and fixed index annuities as an agent, dedicating minimal time to each. He also owns a microgreens farm, rental properties, an outpatient counseling center, and Adair Advisory Group LLC, and works as an election judge.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
February 2012 - September 2025 · 13 yrs 7 mos
Avantax Investment Services, INC.Broker
December 2011 - September 2025 · 13 yrs 9 mos
UBS Painewebber INC.
September 1998 - September 2002 · 4 yrs
UBS Painewebber INC.Broker
August 1998 - September 2002 · 4 yrs 1 mo
State Registrations5 states
DEFLMDPAVA
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 Adair - Financial Advisor | TrueAdvisor