John J Bartell

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Baton Rouge, FL
• 05/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Bartell Wealth Management, Llc
  Baton Rouge, FL

Previous Registrations

• 2003-11-24 → 2021-06-11
  Voya Financial Advisors, Inc.
  Miami, FL
  Boca Raton, FL
  Boca Raton, FL
  Windsor, CT
• 2003-01-30 → 2003-10-30
  Kestra Investment Services, Llc
  Boca Raton, FL

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 22703 CAMINO DEL MAR STE 43; BOCA RATON; FL; 33433; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/17/2006; 80; 80; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF OTHER BUSINESS: JOHN BARTELL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONDOMINIUM RENTAL; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RENTAL INCOME, LANDLORD OF PROPERTY AND COLLECT RENT; 3) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 05/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; 4) NAME OF OTHER BUSINESS: BARTELL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-10-08
• S66 Uniform Combined State Law Examination
  1999-12-14

Other Names

• John Joseph Jr Bartell
• John Joseph Bartell
• John J. Bartell