John Mottram

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

• 09/2019 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2011 → 09/2022
  John L Mottram Cpa Llc
  Dallas, TX
• 09/2014 → Present
  Stenson Llc
  Dallas, TX
• 09/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Irving, TX
• 11/2020 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 01/2011 → Present
  John L Mottram Cpa Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-12-05 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Dallas, TX

Other Businesses

1) JOHN L MOTTRAM CPA LLC; POSITION: Managing CPA NATURE: Provide tax advice, tax strategy, tax filing and related services INVESTMENT RELATED: No; 40; 130; 01/08/2011; 16135 Preston Road, Ste. 302, Dallas TX 75248; Client communications, Assessing tax advisory needs of client, Maintaining up-to-date knowledge and expertise in the tax code, Maintaining internal controls with the office, Hire and train staff to assist in tax preparation, Prepare, review, research of tax advice, strategy, filings for clients. 2) STENSON LLC; POSITION: President NATURE: STENSON LLC provides bookkeeping and payroll services to small businesses INVESTMENT RELATED: No; 10; 40; 01/08/2011; 16135 Preston Road, Ste. 302, Dallas TX 75248; Client communications, selection and maintenance of bookkeeping software including upgrades, Hire and manage staff, Provide new client quotes and onboarding, Implement and monitor internal and quality controls. 3) STENSON LLC DBA BOOKKEPPING & TAX SIMPLIFIED; POSITION: PRESIDENT NATURE: ONLINE BOOKKEEPING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2010; 16135 Preston Road, Ste. 302, Dallas TX 75248; MARKET SERVICESHIRE AND TRAIN STAFFMONITOR QUALITYSEND MONTHLY FINANCIAL REPORTS TO CLIENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-07
• S65 Uniform Investment Adviser Law Examination
  2019-12-05

Other Names

• John Mottram
• John Lewis Mottram