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John Joseph Scanlon

Cetera Investment Advisers LLC

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About John Joseph Scanlon

John Joseph Scanlon is an investment advisor representative registered with Cetera Investment Advisers LLC since June 2023. John is also registered as an investment advisor representative in Texas. John has been in the financial industry since March 2008 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. John has been a registered representative of Cetera Advisor Networks LLC since September 2013 and Walnut Street Securities, Inc. from July 2008 to September 2013. John holds a Series 7, Series 66 and SIE license. He is a member of the Association of Financial Educators.

Firm Information

John Scanlon is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1901 N ROSELLE ROAD SUITE 800

SCHAUMBURG, IL 60195

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Scanlon’s Registration & Firm History

IL

06/29/2023 - Present

Cetera Investment Advisers LLC (SCHAUMBURG IL)

IL

07/07/2008 - 09/03/2013

WALNUT STREET SECURITIES, INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 12/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/5/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Scanlon.
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