John Bernard Murphy

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

• 07/1993 → Present
  Jm Associates
  Temecula, CA
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 01/2017 → Present
  Dunham Trust. Co
  Reno, NV
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-06-27 → 2010-11-10
  Investacorp Advisory Services Inc
  Temecula, CA

Other Businesses

1. INSURANCE, JM ASSOCIATES - DBA, SAME AS OFFICE ADDRESS 2.NAME OF OTHER BUSINESS: DUNHAM TRUST. CO INVESTMENT RELATED: NO NATURE OF BUSINESS: ORIGINATORS AND MANAGERS OF TRUSTS ADDRESS: 241 RIDGE ST. STE 100 RENO, NV 89501 START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: REFERRING ADVISOR BRIEF DESCRIPTION OF DUTIES: REFER PROSPECTIVE CLIENTS LOOKING TO SET UP TRUSTS 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2022; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND FIXED ANNUITIES; 4. NAME OF OTHER BUSINESS: THE HEMET JEEP CLUB; INVESTMENT RELATED: NO; ADDRESS: P O BOX 841 HEMET, CA 92546; NATURE OF BUSINESS: SOCIAL CLUB; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS/TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: HANDLE ACCUMULATION AND DISTRIBUTION OF CLUB FUNDS,EXPENSES, MAINTAIN BOOKS AND REPORTS FOR CLUB;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1993-12-13