John Evan Schooler

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

• 07/2011 → 04/2022
  First Financial Equity Corporation
  San Diego, CA
• 04/2022 → Present
  Cetera Wealth Services, Llc
  San Diego, CA
• 02/2022 → Present
  Surfside Wealth Management
  San Diego, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-07-29 → 2022-04-20
  Ffec Wealth Partners Llc
  San Diego, CA
  San Diego, CA
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  San Diego, CA
  San Diego, CA
• 2011-07-15 → 2011-07-29
  Wfp Securities
  San Diego, CA
• 2011-06-16 → 2011-07-29
  Jrl Capital Advisors Llc
  San Diego, CA
  Newport Beach, CA
• 1999-01-01 → 2011-07-06
  Wfp Securities
  San Diego, CA
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: THE NAVIGATORS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CHRISTIAN MINISTRY START DATE: 06/2017 POSITION/TITLE/RELATIONSHIP: Volunteer APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ON THE CHIEF'S COUNCIL FOR FIRST RESPONDER MINISTRY, VOLUNTEER, PARTICIPATE IN MINISTRY ACTIVITIES ON CAMP PENDLETON MARINE CORPS BASE 2. NAME OF OTHER BUSINESS: WFP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/1993 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NONE, THE CORPORATION IS AN INACTIVE CORPORATION AND IS NOT OPERATING 3. NAME OF OTHER BUSINESS: SURFSIDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT / SECRETARY APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: TO MANAGE PAYING THE EXPENSES OF THE BUSINESS, PAYROLL AND HANDLING TAX PREPARATION 4. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2022 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-09
• S63 Uniform Securities Agent State Law Examination
  1993-07-08

Designations

• Chartered Financial Consultant