John Cliffton Massar

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

• 11/2013 → 01/2018
  D.A. Davidson & Co
  Los Angeles, CA
• 06/2018 → 02/2022
  Tiaa
  Pasadena, CA
• 06/2018 → 02/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 02/2018 → 05/2018
  Unemployed
  Los Angeles, CA
• 02/2022 → 11/2022
  Prudential Insurance Company Of America
  Sherman Oaks, CA
• 02/2022 → 11/2022
  Pruco Securities, Llc.
  Sherman Oaks, CA
• 11/2022 → 09/2025
  Avantax Investment Services, Inc
  Los Angeles, CA
• 11/2022 → 09/2025
  Avantax Advisory Services
  Los Angeles, CA
• 11/2022 → Present
  Avantax Planning Partners, Inc.
  Los Angeles, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oxnard, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-13 → 2025-09-05
  Avantax Advisory Services
  Oxnard, CA
  Dallas, TX
• 2022-02-10 → 2022-12-05
  Pruco Securities, Llc.
  Sherman Oaks, CA
• 2018-07-11 → 2022-02-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 2013-11-25 → 2018-01-23
  D.A. Davidson & Co.
  Pasadena, CA
  Los Angeles, CA
  Los Angeles, CA
• 2013-11-04 → 2013-11-25
  Crowell Weedon & Co.
  Pasadena, CA
• 2012-09-20 → 2013-11-04
  Crowell, Weedon & Co.
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-02-29
• S63 Uniform Securities Agent State Law Examination
  2010-12-04

Other Names

• John Massar
• Trey Massar
• John Cliffton Massar
• John Cliffton Massar