John Joseph Barry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Walpole, MA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-01-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Braintree, MA
  Walpole, MA
  Windsor, CT

Other Businesses

NAME OF ENTITY:Barry Financial Advisors; Yes; 1510 WASHINGTON ST; WALPOLE; MA; 2081; Financial Services/dba; owner; 3/23/2007; 160; 160; Sale and Service Insurance, Securities and Investment Products|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1510 WASHINGTON ST; WALPOLE; MA; 02081; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/22/2006; 8; 8; SALE OF FIXED INSURANCE PRODUCTS|

Exams

• S66 Uniform Combined State Law Examination
  2002-06-17

Other Names

• John Jospeh Barry