John Edgar Morrill
Investment adviser representative at Cetera Investment Advisers LLC
30 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCAug 2022 to now
- Jem Strategies, LLCJun 2019 to now
- Nfg BrokerageSep 2017 to now
- Global Succession PlanningJan 2024 to Feb 2026
- Life StrategiesApr 2022 to Feb 2026
- Stephen A. Kohn & Associates, Ltd.Mar 2019 to Oct 2021
- Voya American EquitiesSep 2014 to Sep 2017
- Security Life of Denver Insurance CompanSep 1996 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2133341
- Firm CRD
- 105644