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John Stevenson

Cetera Investment Advisers LLC
12 Years of Experience
Panama City Beach, FL
1 DisclosureBroker
View SEC Summary
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John Stevenson is a registered investment advisor at Cetera Investment Advisers LLC, based in Panama City Beach, FL, with 12 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

11540 Panama City Beach Pkwy, Panama City Beach, FL, 32407

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History

Regulatory History (1)
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Financial
August 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is the Vice President and Financial Chair of Scenic Walton, reviewing financial reports and providing feedback. He is also the Chairman of Friends of Scenic 30A, overseeing grant applications and fundraising activities; both roles require minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 3 yrs 1 mo
Cetera Investment Services LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
February 2018 - September 2023 · 5 yrs 7 mos
Edward JonesBroker
January 2018 - September 2023 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - June 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2014 - June 2015 · 1 yr
Wells Fargo Advisors, LLC
February 2012 - July 2014 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
December 2011 - July 2014 · 2 yrs 7 mos
State Registrations12 states
ALAZCODEFLGALAOHTNTXWAWI
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.
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