John Charles Bruggman
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
18 years in the industry.
- Cetera Investment Advisers LLCMay 2017 to now
- Cetera Investment Serives LLCMay 2017 to now
- First National Bank of PaMay 2017 to now
- Jbjh Properties LLCAug 2008 to now
- Lazy Moose Lodge LLCAug 2008 to now
- Raymond James Financial Services Advisors, IncJan 2009 to May 2017
- Newbridge BankMar 2008 to May 2017
- Raymond James Financial ServicesMar 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2254973
- Firm CRD
- 105644