Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jacob Avey is a financial professional with over 39 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC, a firm that has a total of 104,468,595,111 in regulatory assets under management. Cetera Investment Advisers LLC is a Registered Investment Advisor (RIA) that provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Prior to joining Cetera Investment Advisers LLC, John was affiliated with First Financial Equity Corporation and BOSC, INC. John is also a board member of the Willow Springs Open Space Homeowners Association. John is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
01/19/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Morrison CO)
CO
05/06/2004 - 01/22/2016
BOSC, INC. (DENVER CO)
CO
03/04/1994 - 10/06/2004
CSB INVESTMENTS CO. (DENVER CO)
TX
09/03/1993 - 01/25/1994
U.S. CLEARING CORP. (DALLAS TX)
NY
02/25/1985 - 05/03/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/26/1983 - 02/01/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 3/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/18/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 9/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/1983
Series 5 - Interest Rate Options Examination
BC
Issued 5/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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