John William Weldon

Current Employers

Employment History

• 03/2001 → Present
  John W. Weldon, Cpa
  Redondo Beach, CA
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2016 → Present
  Weldon Wealth Management
  El Segundo, CA

Previous Registrations

• 2002-09-25 → 2004-07-02
  Genworth Financial Planning Corporation
  Los Angeles, CA

Other Businesses

TAX PRAC-OWNER SINCE 88-TAX RETS-40HR/WK. 2) NOT INVESTMENT RELATED - REAL ESTATE: MORTGAGE BROKERAGE - OWNER - START DATE: 1/1/05 MORTGAGE LOANS, REAL ESTATE - 1 HOUR WORK WEEK. 3) NAME OF OTHER BUSINESS: WELDON WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INVESTMENT ADVISER, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF TRADING HOURS PER WEEK: 10, POSITION/TITLE/RELATIONSHIP: OWNER, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: VARIOUS LOCATIONS NATURE OF BUSINESS: REAL ESTATE RENTALS START DATE: 1/1993 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: GENERAL OWNERSHIP DUTIES 5)NAME OF OTHER BUSINESS: JOHN W. WELDON CPA; INVESTMENT RELATED: NO; ADDRESS: 11600 WASHINGTON PLACE #105, LOS ANGELES, CA 90066; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 2001; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX & ACCOUNTING SERVICES, LIMITED POWER OF ATTORNEY FOR IRS IN CONJUNCTION WITH FORM 2848 6)NAME OF OTHER BUSINESS: STELLA MARES HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 427 N ELENA AVE, REDONDO BEACH, CA 90274; NATURE OF BUSINESS: HOA; START DATE: 01/1993; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING FOR ASSOCIATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-19
• S63 Uniform Securities Agent State Law Examination
  2001-12-14