JW
JW

John Witt

2 Years of Experience
Cincinnati, OH
Broker

John Witt is a registered investment advisor, based in Cincinnati, OH, with 2 years of industry experience.

Location

3377 Compton Road, Suite 120, Cincinnati, OH, 45251

Get directions

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.

Learn about disclosures →
Other Business Activities

John works as a staff accountant for Long, Schaefer & Company Inc., providing financial, tax, and business planning services, taking about a quarter of his time. He also works as a wealth management assistant for Long Schaefer Financial Advisors, LLC, supporting financial, investment, and retirement planning, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
January 2024 - September 2025 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
November 2023 - September 2025 · 1 yr 10 mos
State Registrations1 state
OH
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.