John Weldon Durkin

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

• 03/1981 → Present
  Financial Underwriters Inc
  North Haven, CT
• 06/1985 → Present
  Ascend Financial Services, Inc.
  Danbury, CT
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Danbury, CT
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-08-04 → 2023-08-10
  Securian Financial Services, Inc.
  Danbury, CT
  Danbury, CT
  Hamden, CT
  Parsippany, NJ
  St. Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-10
• S63 Uniform Securities Agent State Law Examination
  1995-11-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant