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John Simonson

1 Year of Experience
Tuczon, AZ
Broker

John Simonson is a registered investment advisor at Cetera Investment Advisers LLC, based in Tuczon, AZ, with 1 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

3573 E. Sunrise Drive Suite 133, Tuczon, AZ, 85718

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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 works as a financial professional for FFEC Wealth Partners and Simonson Wealth Management, both since September 2024. He spends about a quarter of his time at each company, focusing on marketing and business development.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
AZ
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.
John Simonson - Financial Advisor | TrueAdvisor