Joseph Anthony Cannova

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

• 06/1995 → 09/2025
  Avantax Investment Services, Inc
  Toms River, NJ
• 08/1997 → 09/2025
  Avantax Advisory Services
  Toms River, NJ
• 11/1995 → 09/2025
  Avantax Insurance Agency, Llc.
  Toms River, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Toms River, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-05-18 → 2025-09-05
  Avantax Advisory Services
  Toms River, NJ

Other Businesses

1) JOSEPH A. CANNOVA, CPA CFP POSITION: Owner/Sole Proprietor NATURE: This is our DBA name for our financial planning and accounting practice. Manage financial planning clients assets , and do tax preparation for individual and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2007 ADDRESS: 1130 Hooper Avenue, Toms River NJ 08753, United States DESCRIPTION: Owner, CPA

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-16

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Joseph Anthony Cannova