John Morris Weller
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
28 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Weller Capital, LLCApr 2020 to now
- Avantax Insurance Agency, LLCFeb 2024 to Sep 2025
- Avantax Investment Services Inc.Feb 2024 to Sep 2025
- Avantax Advisory ServicesJun 2023 to Sep 2025
- Cs Planning CorpApr 2020 to Jun 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2020
- Strategic Advisers LLCSep 2000 to Jul 2018
- Fidelity Brokerage Services LLCFeb 1998 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (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
- 2215971
- Firm CRD
- 105644