John P Atkins

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

• 08/2005 → 03/2023
  Main Street Financial Group
  Watertown, CT
• 02/2008 → 02/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2012 → 02/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2021 → 10/2025
  Osaic Institutions, Inc.
  Meriden, CT
• 03/2023 → 10/2025
  Ion Investments, Inc.
  Watertown, CT
• 12/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Middlebury, CT

Previous Registrations

• 2021-02-26 → 2025-10-29
  Osaic Institutions, Inc.
  Naugatuck, CT
  Watertown, CT
  Meriden, CT
  Watertown, CT
• 2012-01-05 → 2021-03-03
  Cambridge Investment Research Advisors, Inc.
  Watertown, CT

Other Businesses

1. BASS PLAYER IN 2 BANDS (CAPRICORN AND GUY MALONE), 1-2/HRS/WK.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-28
• S63 Uniform Securities Agent State Law Examination
  2006-03-21

Other Names

• Jake Patrick Atkins
• Jake Atkins