John James Meany

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

• 04/2015 → 09/2019
  Summit Brokerage Services
  Sarasota, FL
• 09/2015 → 05/2021
  Summit Financial Group Inc
  Sarasota, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-09-16 → 2021-05-20
  Summit Financial Group Inc
  Chester, NJ
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 2006-10-18 → 2011-08-11
  Financial Northeastern Securities, Llc
  Fairfield, NJ
  Fairfield, NJ
  Fairfield, NJ

Other Businesses

(1)FREEDOM CAPITAL GROUP LLC; SINCE 03/02/2015 -DBA - 1 MILL RIDGE LANE CHESTER NJ 07930; MANAGING PARTNER; USED FOR PAYING BILLS THROUGH THE DBA; 3 HOURS SPENT ON ACTIVITY PER MONTH; 0 HOURS SPENT DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  1994-05-25