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
NJ RA APPROVED 2023-06-29
  • NJ RA
    APPROVED
    Since 2023-06-29

Branch Locations

10000 Lincoln Drive East 201, Marlton, NJ 08053 • 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
Vsr Financial Services, Inc Overland Park KS 11/2006 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Summit Brokerage Services, Inc. Marlton NJ 09/2016 09/2019
Summit Financial Group Inc Boca Raton FL 09/2016 05/2021
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Beckett Wealth Management Group Haddonfield NJ 03/2026 Present
  • 11/2006 → 09/2016
    Vsr Financial Services, Inc
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Marlton, NJ
  • 09/2016 → 05/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Beckett Wealth Management Group
    Haddonfield, NJ
Previous Registrations
  • 2016-09-01 → 2021-05-20
    Summit Financial Group Inc
    Marlton, NJ
  • 2006-11-10 → 2016-09-01
    Vsr Financial Services, Inc.
    Overland Park, KS
    Marlton, NJ
    Lawrence, KS
    Overland Park, KS
  • 2003-07-01 → 2006-11-13
    Marlton, NJ
    Marlton, NJ
  • 2002-12-11 → 2003-07-01
    Prudential Equity Group, Llc
    Marlton, NJ
Other Businesses

(1) DBA- BECKETT WEALTH MANAGEMENT GROUP, LLC; IAR; ONE GREENTREE CENTRE 201, MARLTON, NJ 08053; INSURANCE SALES; AGENT; 1-1-2000; 0-0 HRS; INSURANCE SALES (2) BECKETT ASSET MANAGEMENT LLC; NOT INVESTMENT RELATED; 421 W KINGS HIGHWAY, HADDONFIELD, NJ 08033; USED TO PAY TAXES; OWNER; STARTED 10/1/2006; APX 0 HOURS/MONTH, O DURING TRADING; USED TO PAY TAXES (3) NAME OF OTHER BUSINESS: BECKETT WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/4/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-13
S63 Uniform Securities Agent State Law Examination 1994-03-22
  • S65 Uniform Investment Adviser Law Examination
    1994-04-13
  • S63 Uniform Securities Agent State Law Examination
    1994-03-22
Other Names
  • John G Beckett

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marlton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor