JN
ChFC
JN
ChFC

John Nelson

48 Years of Experience
Aliquippa, PA
BrokerSells Insurance

John Nelson is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Aliquippa, PA, with 48 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

131 Pleasant Dr, Ste 2U, Aliquippa, PA, 15001

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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 ActivitiesSells Insurance

John is an agent/broker for Greater Allegheny Insurance Agency Inc. since 1994, focusing on fixed insurance sales, and the president/manager of Greater Allegheny Financial Group, LLC since 2000, a financial services DBA, dedicating full-time hours to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2012 - August 2023 · 11 yrs 6 mos
Securian Financial Services, INC.Broker
June 1994 - August 2023 · 29 yrs 2 mos
Metlife Securities INC.Broker
July 1988 - June 1994 · 5 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
July 1988 - June 1994 · 5 yrs 11 mos
Metlife Securities INC.Broker
May 1983 - June 1988 · 5 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
May 1983 - June 1988 · 5 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
June 1973 - September 1978 · 5 yrs 3 mos
State Registrations1 state
PA
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.