John Bartlett is a CFP-designated registered investment advisor, based in Greenville, SC, with 12 years of industry experience.
Location
290 South Pleasantburg Drive, Greenville, SC, 29607
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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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John is an owner of an AirBNB rental property since July 2024, and assists with cleaning and maintenance. He spends minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Park Avenue Securities LLC
August 2024 - July 2025 · 11 mos
Park Avenue Securities LLCBroker
August 2024 - July 2025 · 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - July 2024 · 6 yrs
Strategic Advisers LLC
January 2015 - July 2018 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
December 2013 - July 2024 · 10 yrs 7 mos
State Registrations5 states
GAKYNCOHSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.