JC
CFP
JC
CFP

John Clark

26 Years of Experience
Gibbsboro, NJ
Broker

John Clark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gibbsboro, NJ, with 26 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

146 Lakeview Drive South, Suite 301, Gibbsboro, NJ, 08026

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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 Activities

John assists his business partner with client management and planning at Clark Associates Financial Planning, Inc, conducting educational workshops. He also dedicates minimal time to non-financial coaching, advisor coaching, acting as guardian for his brother, and as a successor POA for family members.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
June 2012 - February 2025 · 12 yrs 8 mos
Concourse Financial Group Securities, INC.Broker
January 2000 - February 2025 · 25 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
September 1998 - February 1999 · 5 mos
The Lincoln National Life Insurance CompanyBroker
September 1998 - February 1999 · 5 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.