JS
JS

John Shaheen

26 Years of Experience
Elkview, WV
Broker

John Shaheen is a registered investment advisor at Cetera Investment Advisers LLC, based in Elkview, WV, 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
Loading...

Location

369 Tyree Circle, Elkview, WV, 25071

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 Activities

John is a CPA and sole proprietor of a tax preparation and accounting business since 1980. This activity takes up more than full-time hours.

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
January 2000 - September 2025 · 25 yrs 8 mos
Avantax Investment Services, INC.Broker
June 1999 - September 2025 · 26 yrs 3 mos
State Registrations2 states
FLWV
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.