John Warekois
John Warekois is a registered investment advisor at Cetera Investment Advisers LLC, based in Grants Pass, OR, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
1692 Williams Hwy, Grants Pass, OR, 97527
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several outside business activities, including clergy work, owning a CPA firm providing tax and accounting services (taking nearly full-time), serving as CFO for Rogue Valley Microdevices, and passive ownership in Rogue Bees LLC. He also owns commercial property, is an insurance agent for Avantax, sells fixed index annuities, and provides accounting services to Becklin Vineyards.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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