John Douglas Harper

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

• 12/2013 → 12/2019
  Executive Business Group, Llc
  Newburgh, NY
• 10/2014 → 09/2025
  Avantax Investment Services, Inc.
  Newburgh, NY
• 10/2014 → 09/2025
  Avantax Advisory Services
  Newburgh, NY
• 12/2004 → 12/2019
  Jackson Hewitt Tax Services
  Newburgh, NY
• 08/2019 → Present
  Jn Business Services Llc
  Newburgh, NY
• 10/2016 → Present
  Wildwood Wealth Management
  Fishkill, NY
• 10/2016 → Present
  Wildwood Wealth Management
  Newburgh, NY
• 12/2014 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Boca Raton, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boca Raton, FL

Previous Registrations

• 2021-08-26 → 2025-09-05
  Avantax Advisory Services
  Newburgh, NY
  Boca Raton, FL
  Dallas, TX
  The Villages, FL

Other Businesses

1) Rental Property~871 Parrish Place~The Villages~FL~32163~Rental Property Owner/Management~Owner/Sole Proprietor~6/7/2016~3hrs~0hrs~Management of property and rent collection. 2) UNITED TEAM WEALTH MANAGEMENT POSITION: Referring Partner NATURE: DBA for Avantax related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/15/2023 ADDRESS: 2500 N Military Trail, Ste 206, Boca Raton FL 33431, United States; DESCRIPTION: Provide sales and service of investment and insurance products through Avantax. 3) WILDWOOD WEALTH MANAGEMENT POSITION: Owner NATURE: Accounting Services/Tax Preparation/Payroll services/audit representation. Help new businesses set up properly for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 10/31/2016 ADDRESS: 400 Stony Brook Court, Newburgh NY 12550, United States DESCRIPTION: I am owner, spend most of my time in tax preparation, business consultant, bookkeeping, payroll service provider and in managing the business itself.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-10
• S63 Uniform Securities Agent State Law Examination
  2005-04-18