John Kevin Ferry

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

• 05/2007 → 09/2022
  First Allied Securities, Inc.
  West Bloomfield, MI
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 09/2022 → Present
  Cetera Advisors Llc
  West Bloomfield, MI
• 08/2023 → Present
  Teddyglen Llc
  Glen Arbor, MI
• 08/2023 → Present
  Teddybloomfield, Llc
  Empire, MI
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  West Bloomfield, MI
  Chesterfield, MO
  West Bloomfield, MI
  Bloomfield Hills, MI
• 2010-01-26 → 2012-07-02
  First Allied Securities, Inc.
  West Bloomfield, MI
  Bloomfield Hills, MI
  Naples, FL
  Bloomfield Hills, MI
  Empire, MI

Other Businesses

1.)STRATEGIC WEALTH CONSULTING GROUP; PARTNER; DBA; START DATE:3/1/2009. 2.) STRATEGIC WEALTH CONSULTING GROUP; OWNER; INSURANCE; START DATE: 11/21/2016; 10 HRS. PER WEEK 3.) STRATEGIC WEALTH CONSULTING GROUP CORP; NON-PROFIT ORGANIZATION; VOLUNTEER; START DATE; 10/15/2017; 8 HOURS PER MONTH. 4.) WOODS ON THE DUNES HOA; TREASURER; START DATE 06/30/2022; 4 HOURS PER MONTH; 5) NAME OF OTHER BUSINESS: TEDDYGLEN LLC; INVESTMENT RELATED: NO ADDRESS: 9|10 RIDGETOP, GLEN ARBOR, MI, 49636; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY & RENTAL BOOKINGS; 6) NAME OF OTHER BUSINESS: TEDDY BLOOMFIELD, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 7) NAME OF OTHER BUSINESS: JOHN FERRY FINANCIAL CONSULTING INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX ENTITY; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX PURPOSES TO RECEIVE COMMISSIONS;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-09

Other Names

• John Ferry