Joseph T Averett

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

• 01/2013 → Present
  Joseph Averett, Cpa
  Fort Worth, TX
• 09/2014 → 09/2025
  Avantax Investment Services, Inc.
  Fort Worth, TX
• 09/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Fort Worth, TX
• 08/2015 → 09/2025
  Avantax Advisory Services
  Fort Worth, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Wj Cpa
  Fort Worth, TX
• 01/2021 → Present
  Averett Canopy Llc
  Aledo, TX

Previous Registrations

• 2015-08-24 → 2025-09-05
  Avantax Advisory Services
  Fort Worth, TX
  Ft Worth, TX
  Dallas, TX
  Fort Worth, TX
  Fort Worth, TX
• 2013-05-09 → 2014-09-10
  Wfg Advisors, Lp
  Fort Worth, TX

Other Businesses

1) Avantax Insurance Agency LLC Fort Worth TX Equity Indexed Annuity~8/5/2015~1hrs~1hrs~Sales of Equity Indexed Annuities. 2) Avantax Insurance Agency LLC Fort Worth TX Independent Insurance Agent~Insurance Sales Agent~9/1/2014~40hrs~20hrs~Sell insurance products. 3) PILOT-LEGACY FOUNDRY, LLC; POSITION: passive investor NATURE: Apartment complex in Fort Worth Texas INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2021; 16051 Addison Road, Suite 201, Addison TX 75001; : passive investor. 4) WYRE PARTNERS, LLC; POSITION: none NATURE: Wyre Partners LLC is a group of around 5 invests that each invested about $100K. The sum of the investment was then used to purchase a small ownership position in Wyreline Transformation, LLC, a oil field wireline services company. Wyreline Transformation, LLC was a start up company in 2018. Wyre Partners has no other activity other than the investment in Wyreline Transformation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2018; 6050 Southwest Blvd, Suite 201, Fort Worth TX 76109; I have no duties to Wyre Partners, LLC or Wyreline Transformation, LLC. Averett Financial does provide accounting services and tax services to Wyre Partners and Wyreline Transformation. 5) AVERETT FINANCIAL, LLC POSITION: Partner NATURE: Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/03/2014 ADDRESS: 6050 Southwest Blvd Suite 200, Fort Worth TX 76109, United States DESCRIPTION: Prepare tax returns. 6) CANOPY WEALTH STRATEGIES POSITION: Partner NATURE: Financial planning services through Avantax and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/16/2023 ADDRESS: 6050 Southwest Blvd, Suite 201, Fort Worth TX 76109, United States DESCRIPTION: Financial planning servicesTax Planning 7) NAME OF OTHER BUSINESS: WJ CPA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAXES START DATE: 3/30/2026 POSITION: PARTNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NONE; 8) NAME OF OTHER BUSINESS: AVERETT CANOPY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAX REPORTING MEMBER;

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-25
• S66 Uniform Combined State Law Examination
  2013-04-19

Designations

• Certified Financial Planner