Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-09-05
  • OR RA
    APPROVED
    Since 2025-09-05

Branch Locations

1692 Williams Hwy, Grants Pass, OR 97527 • United States

250 E. Pine Street, Central Point, OR 97502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John A. Warekois, Cpa Central Point OR 03/2013 Present
Avantax Investment Services, Inc. Central Point OR 06/2013 09/2025
Rogue Valley Microdevices Inc Medford OR 12/2015 Present
Avantax Advisory Services Central Point OR 07/2024 09/2025
Cetera Wealth Services, Llc Central Point OR 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 03/2013 → Present
    John A. Warekois, Cpa
    Central Point, OR
  • 06/2013 → 09/2025
    Avantax Investment Services, Inc.
    Central Point, OR
  • 12/2015 → Present
    Rogue Valley Microdevices Inc
    Medford, OR
  • 07/2024 → 09/2025
    Avantax Advisory Services
    Central Point, OR
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Central Point, OR
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-09-10 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Central Point, OR
    Grants Pass, OR
Other Businesses

1) NAME OF OTHER BUSINESS: WEST VALLEY CONGREGATION OF JEHOVAH'S WITNESSES; INVESTMENT RELATED: NO; ADDRESS: 489 CHENEY LOOP ROAD CENTRAL POINT, OR 97502; NATURE OF BUSINESS: RELIGIOUS; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: ELDER - SERVICE OVERSEER - CORP. OFFICER ; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSEER OF CONGREGATION FIELD MINISTRY ACTIVITIES AND ASSISTING CONGREGATION MEMBERS IN EDUCATION, LEARNING MORE ABOUT THE TEACHINGS OF THE BIBLE; 2) NAME OF OTHER BUSINESS: JOHN A WAREKOIS CPA LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 03/2013; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT/MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR OVERSEEING THE VARIOUS ONGOING ACTIVITIES OF PAYROLL, HR, BOOKKEEPING, TAX PREPARATION, CFO CONSULTING SERVICES TO CLIENTS ; 3) Rogue Valley Microdevices Inc. 943 Automation Way Medford OR 97504 Accounting Chief Financial Officer~12/14/2015~60hrs~60hrs~In charge of financial reporting for the organization. 4) ROGUE BEES LLC POSITION: LLC member NATURE: Beekeeping INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 1150 Crater Lake Ave., Suite I, Medford OR 97504, United States DESCRIPTION: Passive ownership. My son is the beekeeper and active member. 5) JONTE PROPERTIES LLC POSITION: Owner NATURE: commercial Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: 220 Trent Ter, Suite I, Central Point OR 97502, United States DESCRIPTION: Owner 6) BECKLIN VINEYARDS LLC POSITION: Accountant NATURE: Becklin Vineyards grows grapes for winemakers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 250 E. Pine Street, Central Point OR 97502, United States DESCRIPTION: we provide bookkeeping and Bill pay services to this client. I am listed as a check signer but have NO ownership in the entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
S63 Uniform Securities Agent State Law Examination 2013-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06
  • S63 Uniform Securities Agent State Law Examination
    2013-08-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grants Pass, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor