John David Ashley
Investment adviser representative at Cetera Investment Advisers LLC
28 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
28 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- A Affordable AluminumJan 2024 to now
- Cetera Advisors LLCMay 2023 to now
- Sand Piper Property ManagementJan 2000 to now
- MML Investors Services, LLCMar 2017 to May 2023
- Mass Mutual Life Insurance CompanyJul 2016 to May 2023
- Metlife Securities Inc.Dec 1998 to Mar 2017
- Metropolitan Life Insurance CompanyDec 1998 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
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
- 3163425
- Firm CRD
- 105644