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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-03-21
  • ID RA
    APPROVED
    Since 2024-03-21

Branch Locations

611 Wilson Ave Ste 6D, Pocatello, ID 83201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Twin Falls ID 04/2015 10/2016
Various Insurance Carriers For W & R Insurance Agencies Pocatello ID 05/2015 03/2019
A.R. Edge Llc Pocatello ID 06/2016 Present
Portneuf Valley Networking Pocatello ID 09/2016 03/2019
Cetera Advisors Llc Denver CO 03/2019 Present
Jp & Associates Llc Pocatello ID 11/2018 05/2022
Idaho State University Pocatello ID 01/2018 Present
Pocatello/Chubbuck Chamber Of Commerce Pocatello ID 01/2019 Present
Gate City Soccer Pocatello ID 08/2017 Present
Naifa Idaho Meridian ID 01/2019 09/2021
Jp & Associates Llc, Dba Jpa Insurance Pocatello ID 05/2022 Present
Jp & Associates Llc, Dba Jpa Wealth Advisors Pocatello ID 05/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 04/2015 → 10/2016
    Waddell & Reed, Inc.
    Twin Falls, ID
  • 05/2015 → 03/2019
    Various Insurance Carriers For W & R Insurance Agencies
    Pocatello, ID
  • 06/2016 → Present
    A.R. Edge Llc
    Pocatello, ID
  • 09/2016 → 03/2019
    Portneuf Valley Networking
    Pocatello, ID
  • 03/2019 → Present
    Cetera Advisors Llc
    Denver, CO
  • 11/2018 → 05/2022
    Jp & Associates Llc
    Pocatello, ID
  • 01/2018 → Present
    Idaho State University
    Pocatello, ID
  • 01/2019 → Present
    Pocatello/Chubbuck Chamber Of Commerce
    Pocatello, ID
  • 08/2017 → Present
    Gate City Soccer
    Pocatello, ID
  • 01/2019 → 09/2021
    Naifa Idaho
    Meridian, ID
  • 05/2022 → Present
    Jp & Associates Llc, Dba Jpa Insurance
    Pocatello, ID
  • 05/2022 → Present
    Jp & Associates Llc, Dba Jpa Wealth Advisors
    Pocatello, ID
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-11-11 → 2019-03-01
    Pocatello, ID
  • 2015-09-25 → 2016-11-04
    Waddell & Reed
    Twin Falls, ID
    Idaho Falls, ID
    Pocatello, ID
Other Businesses

(1) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HRS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2)NAME OF OTHER BUSINESS: IDAHO STATE UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DANCE INSTRUCTION; POSITION/TITLE/RELATIONSHIP: DANCE INSTRUCTION ASSISTANT; START DATE: 01/2018; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSIST WIFE IN INSTRUCTING COUPLES WITH COUNTRY SWING AND 2 STEP. (3)NAME OF OTHER BUSINESS: POCATELLO / CHUBBUCK CHAMBER OF COMM; INVESTMENT RELATED: NO; ADDRESS: 324 S MAIN ST, POCATELLO, ID 83204; NATURE OF BUSINESS: CHAMBER OF COMMERCE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX # OF HRS PER WEEK: 1; APX # OF HRS DURING TRADING HRS: 1; BRIEF DESCRIPTION OF DUTIES: DISCUSS, DEBATE AND ADOPT POLICIES TO PROMOTE AND FOSTER A FAVORABLE BUSINESS CLIMATE; (4)NAME OF OTHER BUSINESS: A.R. EDGE LLC; INVESTMENT RELATED: NO; ADDRESS: 665 WARREN AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: PASS THROUGH ENTITY FOR TAX PURPOSES; START DATE: 06/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX # OF HRS PER WEEK: NONE; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, PASS THROUGH ENTITY FOR TAX PURPOSES; (5) NAME OF OTHER BUSINESS: GATE CITY SOCCER; INVESTMENT RELATED: NO; ADDRESS: 181 JEFFERSON AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: SOCCER COACH; START DATE: 08/2017; POSITION/TITLE/RELATIONSHIP: COACH; APX # OF HRS PER WEEK: 2; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: TEACH, COACH YOUTH THE GAME OF SOCCER; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX # OF HRS PER WEEK: 4; APX # OF HRS DURING TRADING HRS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, LTD, VISION AND DENTAL; (7) NAME OF OTHER BUSINESS: JPA CREDIT CONSULTANTS ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT REPAIR ; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER / CREDIT CONSULTANT ; APX # OF HRS PER WEEK: 4 ; APX # OF HRS DURING TRADING HRS: 4 ; BRIEF DESCRIPTION OF DUTIES: ADVISE CLIENTS ON METHODS TO IMPROVE CREDIT SCORE ; (8) NAME OF OTHER BUSINESS: BOUY BASH EVENTS INC.; INVESTMENT RELATED: NO; ADDRESS: 6123 GLENCREST AVE BOISE, ID 83714; NATURE OF BUSINESS: RACING EVENT; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: DIRECTOR/BOARD MEMBER; APX # OF HRS PER WEEK: 2-3; APX # OF RS DURING TRADING HRS: 2-3; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE RACES, SPONSOSPONSORS, VENDORS, RACERS, COLLECT FEES; (9) NAME OF OTHER BUSINESS: JP & ASSOCIATES LLC, DBA JPA INSURANCE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 05/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-25
  • S66 Uniform Combined State Law Examination
    2015-09-25

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