JM
CFA
JM
CFA

John Mack Majors

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

3834 Sutherland Avenue, Knoxville, TN, 37919

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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 sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also works as an advisory representative for Sageview Private Client Group and Sageview Advisory, focusing on financial planning and asset management, which takes about a quarter of his time for each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Sageview Private Client Group, LLC
March 2016 - Present · 9 yrs 11 mos
Sageview Advisory Group, LLC
December 2011 - Present · 14 yrs 2 mos
Cetera Wealth Services, LLCBroker
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Sageview Private Client Group, LLC
June 2010 - December 2015 · 5 yrs 6 mos
Cetera Advisor Networks LLC
April 2010 - June 2023 · 13 yrs 2 mos
Coulter & Justus Financial Services, LLC
February 2005 - March 2010 · 5 yrs 1 mo
Securities America, INC.Broker
January 2005 - March 2010 · 5 yrs 2 mos
MML Investors Services, INC.
January 2004 - December 2004 · 11 mos
MML Investors Services, INC.Broker
August 2002 - December 2004 · 2 yrs 4 mos
State Registrations17 states
AZCAFLGAHIMAMDNCNHNJOHORPAPRTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.