Damon Eric Ladd-Thomas

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

• 01/2007 → 09/2024
  Next Financial Group, Inc.
  Stone Mountain, GA
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2015 → Present
  Johns Creek Advisors, Inc.
  Johns Creek, GA

Previous Registrations

• 2007-01-25 → 2024-10-23
  Next Financial Group, Inc.
  Grayson, GA
  Houston, TX
  Stone Mountain, GA
  Loganville, GA
  Houston, TX
  Johns Creek, GA
• 2003-10-13 → 2007-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
  Duluth, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2003 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: JOHNS CREEK ADVISORS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2015 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: MANAGING OUR SECURITIES BRANCH OFFICE. 3. NAME OF OTHER BUSINESS: BNI-UP JOHNS CREEK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NETWORKING; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: CHAPTER PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CONDUCTING MEETINGS AND GENERAL CHAPTER NETWORKING MEMBERSHIP DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2003-10-10

Other Names

• Damon Eric Ladd
• Damon Eric Laddthomas