JO
CFP
JO
CFP

John Organ

19 Years of Experience
Kent, OH
BrokerSells Insurance

John Organ is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kent, OH, with 19 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

234 South Water St, Suite 201, Kent, OH, 44240

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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 serves on the board of directors for the Coalition for Christian Outreach, dedicating a few days per year. He also operates Marathon Financial Services, a DBA for financial services and fixed insurance, which takes nearly full-time hours, and co-owns a real estate business, 234 S Water St LLC, dedicating a few hours per week to building maintenance and management. Additionally, John works as a poll worker for the Portage County Board of Elections.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
March 2006 - Present · 20 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
April 2006 - March 2024 · 17 yrs 11 mos
State Registrations27 states
AKALCACOFLIAINKYMEMIMNNCNENHNJNMNVNYOHPASCTNTXUTVAWAWV
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.