John-Mark Pothast
John-Mark Pothast is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 4 years of industry experience. John-Mark 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
2730 East Camelback Rd, Ste 250, Phoenix, AZ, 85016
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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-Mark places health insurance coverage through RF Brokerage and uses Co-Op Insurance services, dedicating minimal time to each. He also serves as Director for The June Group, a community outreach program, and as Chair Elect for the Phoenix Symphony Young Professionals Board, spending a few hours per week on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations18 states
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