JP
JP

John Pettigrew

19 Years of Experience
Milledgeville, GA
Broker

John Pettigrew is a registered investment advisor at Cetera Investment Advisers LLC, based in Milledgeville, GA, 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

150 Roberson Mill Rd, Milledgeville, GA, 31061

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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 Activities

John is the owner/CPA of Pettigrew Accounting Services, dedicating about a quarter of his time, and also owns JDP Ventures LLC (residential rental), Pettigrew Professional Suites LLC, and Pettigrew Professional Suites South LLC (commercial real estate), requiring minimal time. He is also an elected board member of Exchange Bank and the owner of Lake Country Wealth Advisors.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2020 - Present · 5 yrs 11 mos
Cetera Financial Specialists LLCBroker
July 2020 - Present · 6 yrs
Previous Registrations
St. Bernard Financial Services, INC.Broker
December 2019 - July 2020 · 7 mos
Woodstock Wealth Management, INC.
June 2018 - August 2020 · 2 yrs 2 mos
Woodstock Financial Group, INC.
July 2016 - November 2018 · 2 yrs 4 mos
Woodstock Financial Group, INC.Broker
January 2007 - December 2019 · 12 yrs 11 mos
State Registrations9 states
ALCOFLGANCOHSCTNVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Pettigrew - Financial Advisor | TrueAdvisor