JN
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John Nicklas

5 Years of Experience
Cleveland, OH
Broker

John Nicklas is a registered investment advisor, based in Cleveland, OH, with 5 years of industry experience.

Location

1375 East Ninth Street, Suite 1800, Cleveland, OH, 44114

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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 trustee of a family trust and holds power of attorney for his mother, dedicating minimal time to each. He also refers CPA clients to Meaden & Moore Financial Services and works as a Vice President and CPA at Meaden & Moore, Ltd. full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Meaden & Moore Financial Services, LTD.
October 2020 - September 2025 · 4 yrs 11 mos
Avantax Advisory Services
September 2020 - September 2025 · 5 yrs
Avantax Investment Services, INC.Broker
July 2020 - September 2025 · 5 yrs 2 mos
State Registrations1 state
OH
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.