John Robert Bartlett
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Investment Services LLCSep 2025 to now
- Regions BankSep 2025 to now
- Park Avenue SecuritiesAug 2024 to Jul 2025
- Guardian Life Insurance CompanyJul 2024 to Jul 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2024
- Fidelity InvestmentsMay 2013 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6262275
- Firm CRD
- 105644