Jon Torrey Bicknell

Current Employers

Employment History

• 10/2013 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-29 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Burlington, MA
  Framingham, MA
  Lynnfield, MA
  Lynnfield, MA
• 2003-12-12 → 2013-11-14
  Osaic Fa, Inc.
  Waltham, MA
  Waltham, MA
• 2003-03-25 → 2003-12-09
  Veravest Investment Advisors, Inc.
  Waltham, MA
• 1999-11-07 → 2003-01-28
  1717 Capital Management Company
  Newton, MA

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: 8/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, DISABILITY, ANNUITIES & LONG TERM CARE; 2. NAME OF OTHER BUSINESS: PROSPERITY FINANCIAL PLANNING ; INVESTMENT RELATED: YES; ADDRESS: 34 MAIN ST EXTENSION SUITE 201 PLYMOUTH, MA 02360; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 04/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; 4. NAME OF OTHER BUSINESS: JTB CFP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX REPORTING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX REPORTING PURPOSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-29
• S63 Uniform Securities Agent State Law Examination
  1996-02-08

Designations