John David Gibbs

Current Employers

Employment History

• 10/1996 → 09/2025
  Avantax Investment Services, Inc.
  Ashland, OR
• 10/1997 → 09/2025
  Avantax Advisory Services
  Ashland, OR
• 05/2005 → Present
  Rental Properties
  Ashland, OR
• 06/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Ashland, OR
• 08/2020 → 11/2022
  Gnomestead Productions Llc
  Ashland, OR
• 08/2020 → Present
  Gnomestead Productions Llc
  Ashland, OR
• 08/1993 → Present
  Fortress Financial Advantage, Llc
  Ashland, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ashland, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1998-09-17 → 2025-09-05
  Avantax Advisory Services
  Chicago, IL
  Ashland, OR

Other Businesses

1) Rental Properties~180 Lithia Way #102~Ashland~OR~97520~Rental Property Owner/Management~Owner/Sole Proprietor~5/24/2005~3hrs~2hrs~oversee rental properties 2) SOMO PACIFIC LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/10/2012 ADDRESS: 295 E. Main St #10, Ashland OR 97520; Landlord 3) RENTAL PROPERTIES POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 05/24/2005 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; oversee rental properties 4) GNOMESTEAD PRODUCTIONS LLC POSITION: Manager NATURE: Property management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; Manage the repair and future development of this property. The structures burned down completely in a huge wildfire in Sept 2021, so there is minimal activity at this point. 5) FORTRESS FINANCIAL ADVANTAGE, LLC POSITION: President NATURE: Formerly know as "Fortress Financial Group LLC", this entity is strictly Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 08/17/1993; ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; tax preparation and services 6) CBA PACIFIC LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; Oversee rental property 8) DBA (FWA LLC) POSITION: Owner NATURE: Fortress Wealth Advisors LLC is the underlying registered name for our planning business, which goes by "Fortress Financial Advisors LLC". INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520, United States DESCRIPTION: As explained above, this is merely our registered planning and consulting business name. 9) FORTRESS WEALTH MANAGEMENT PARTNERS LLC POSITION: Director NATURE: We formed this partnership to own our business together, via each of our two LLCs --Fortress Wealth Advisors LLC is 50% partner (Jack Gibbs' LLC) and Grounded Wealth LLC is 50% partner (Lebeau Potgieter's LLC) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2024 ADDRESS: 295 E. Main St. Ste 10, Ashland OR 97520, United States DESCRIPTION: I created and directed this FWMP LLC's formation. I oversee and manage it along with Lebeau. This is the entity though which we are paying our company overhead and our employees for our wealth management business. This set up was devised in part by FP Transitions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-16
• S63 Uniform Securities Agent State Law Examination
  1996-12-31

Other Names

• Jack Gibbs
• John David Jr Gibbs