John Cerulli
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Jovia Financial Credit UnionApr 2023 to Mar 2026
- LPL FinancialApr 2023 to Mar 2026
- UnemployedSep 2022 to Apr 2023
- J.P. Morgan Securities LLCNov 2018 to Sep 2022
- JPMorgan Chase Bank, N.A.Nov 2018 to Sep 2022
- PrudentialMay 2018 to Nov 2018
- Pruco Securities, LLCJul 2017 to Nov 2018
- UnemployedOct 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6410668
- Firm CRD
- 105644