John Alan Witt

Current Employers

Employment History

• 05/2021 → Present
  Long, Schaefer & Company Inc.
  Cincinnati, OH
• 05/2021 → Present
  Long Schaefer Financial Advisors, Llc
  Cincinnati, OH
• 06/2017 → 09/2017
  Larosa's Pizza Delhi-Rapid Run
  Cincinnati, OH
• 08/2017 → 04/2021
  Xavier University
  Cincinnati, OH
• 08/2013 → 05/2017
  Oak Hills High School
  Cincinnati, OH
• 09/2023 → 09/2025
  Avantax Investment Services Inc.
  Cincinnati, OH
• 09/2023 → 09/2025
  Avantax Advisory Services
  Cincinnati, OH
• 05/2021 → Present
  Long, Schaefer & Company Inc.
  Cincinnati, OH
• 05/2021 → Present
  Long, Schaefer & Company Inc.
  Cincinnati, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cincinnati, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-09 → 2025-09-05
  Avantax Advisory Services
  Cincinnati, OH

Other Businesses

LONG, SCHAEFER & COMPANY INC. POSITION: Staff Accountant NATURE: We do staff accounting for businesses as well as public accounting for individual returns. Offer tax & business planning for business. Offer tax planning & advice to individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 52 SECURITIES TRADING HOURS: 39 START DATE: 05/10/2021 ADDRESS: 3377 Compton Road, Suite 120, Cincinnati OH 45251, United States DESCRIPTION: 1. Provide financials on a monthly/quarterly/annual basis for businesses2. Complete corporate tax returns3. Complete individual tax returns4. Assist with duties of Long Schaefer Financial Advisors LONG SCHAEFER FINANCIAL ADVISORS, LLC POSITION: Wealth Management Assistant NATURE: Long Schaefer Financial Advisors, LLC provides financial, investment, & retirement planning for individual clients. We also manage SIMPLE IRA & 401ks for corporate accounts. For individuals we over accounts such as individual accounts, IRA's, Roth IRA, annuities, etc. I provide services for Long Schaefer Financial Advisors which is the wealth management side that works with our business Long, Schaefer & Company, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 121 SECURITIES TRADING HOURS: 91 START DATE: 05/10/2021 ADDRESS: 3377 Compton Road, Suite 120, Cincinnati OH 45251, United States DESCRIPTION: 1. Prepare Meeting notes for advisor Michael W. Long when he meets with clients2. Prepare new applications for clients under advisor3. Review eligibility and correspondence for SIMPLE IRA & 401k plans4. Update clients accounts based off meetings between clients and advisor5. Schedule meetings, reach out to clients for advisor

Exams

• S66 Uniform Combined State Law Examination
  2024-01-08

Other Names

• John Witt
• John A Witt