John L Stevenson

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

• 12/2017 → 09/2023
  Edward Jones
  St Louis, MO
• 06/2016 → 12/2017
  Star Real Estate
  Miramar Beach, FL
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Panama City Beach, FL
• 09/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2023 → Present
  Regions Bank
  Panama City Beach, FL

Previous Registrations

• 2018-02-14 → 2023-09-18
  Edward Jones
  Santa Rosa Beach, FL
  St Louis, MO
  Santa Rosa Beach, FL
  Santa Rosa Beach, FL
  Miramar Beach, FL
• 2014-06-27 → 2015-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Destin, FL
• 2012-02-17 → 2014-07-01
  Wells Fargo Clearing Services, Llc
  Quincy, IL
  Panama City, FL
  Miramar Beach, FL

Other Businesses

1. VICE PRESIDENT AND FINANCIAL CHAIR OF SCENIC WALTON; REVIEW P&L AND OTHER FINANCIAL REPOERTS TO PROVIDE FEEDBACK TO PRESIDENT; HELP OVERSEE PROMOTION OF FUNDRAISING ACTIVITIES; 1.5 HRS/MOS.; 2. CHAIRMAN OF FRENDS OF SCENIC 30A; OVERSEE, PRIORITIZE AND IMPLEMENTATION OF GRANT APPLICATIONS AND FUTURE FUNDRAISING ACTIVITIES; 1.5 HRS/MOS

Exams

• S66 Uniform Combined State Law Examination
  2018-02-10

Other Names

• John Stevenson
• John Lee Stevenson