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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
TX RA APPROVED_RES 2026-08-10
NJ RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2026-08-10
  • NJ RA
    APPROVED
    Since 2023-06-29

Branch Locations

41 Ellis Street Suite 200, Haddonfield, NJ 08033 • 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
Amazon.cOm Robbinsville NJ 08/2016 11/2016
Unemployment Haddonfield NJ 12/2016 07/2017
Voya Financial Advisors Haddonfield NJ 07/2017 06/2021
Cetera Wealth Services, Llc Haddonfield NJ 06/2021 Present
Jwm Wealth Management Llc Haddonfield NJ 06/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 08/2016 → 11/2016
    Amazon.cOm
    Robbinsville, NJ
  • 12/2016 → 07/2017
    Unemployment
    Haddonfield, NJ
  • 07/2017 → 06/2021
    Voya Financial Advisors
    Haddonfield, NJ
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    Haddonfield, NJ
  • 06/2023 → Present
    Jwm Wealth Management Llc
    Haddonfield, NJ
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 800 NORTH KINGS HWY STE 305; CHERRY HILL; NJ; 8034; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/5/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF OTHER BUSINESS: JWM WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: GARDEN STATE COUNCIL, SCOUTING AMERICA & BOY SCOUTS OF AMERICA, BSA; INVESTMENT RELATED: NO ; ADDRESS: 690 RANCOCAS ROAD WESTAMPTON TOWNSHIP, NJ 08060; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; OSITION/TITLE/RELATIONSHIP: BOARD PRESIDENT - CHAIRMAN OF THE BOARD; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: LEAD THE BOARD ON THE GROWTH OF THE SCOUTING MOVEMENT IN THIS COUNCIL;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-30
  • S66 Uniform Combined State Law Examination
    2017-09-30

View on SEC IAPD

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