John Joseph Vento

Current Employers

Employment History

• 08/2015 → 07/2017
  Pricewaterhouse Coopers, Llp
  New York, NY
• 08/2017 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 07/2021 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 08/2017 → Present
  John J. Vento, Cpa
  Staten Island, NY
• 09/2017 → Present
  John J. Vento, Cpa, P.C.
  Staten Island, NY
• 01/2025 → Present
  Vento Tax & Wealth Management Fso Llc
  Staten Island, NY
• 07/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Staten Island, NY
• 01/2025 → Present
  Vento Tax & Wealth Management Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-26 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY

Other Businesses

1) JOHN J. VENTO, CPA, P.C.; POSITION: Vice President NATURE: CPA firm where I prepare tax returns for businesses and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2017; 95 New Dorp Lane, Staten Island NY 10306, Manage accounting staff and oversee CPA firm activities. 2) 149 DOUGLAS ROAD LLC; POSITION: LLC Member NATURE: hold real estate in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023; 95 New Dorp Lane, Staten Island NY 10306, no duties or responsibilities. 3) VENTO TAX & WEALTH MANAGEMENT GROUP; POSITION: Vice President NATURE: DBA for John J. Vento, CPA, P.C. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023; 95 New Dorp Lane, Staten Island NY 10306, duties have not changed. 4) VENTO TAX & WEALTH MANAGEMENT FSO LLC POSITION: Member NATURE: This entity acts as a practice management company. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 95 New Dorp Lane, Staten Island NY 10306, United States DESCRIPTION: Manage staff, pay business expenses, run payroll, etc. 5) VENTO TAX & WEALTH MANAGEMENT LLC POSITION: Vice President NATURE: Accounting & Tax practice. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 95 New Dorp Lane, Staten Island NY 10306, United States DESCRIPTION: Prepare accounting records, individual and business tax returns, provide tax planning advice and guidance to small businesses and individuals across the country.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-08-23

Designations