John G. Beckett

CETERA INVESTMENT ADVISERS LLC

MARLTON, NJ 08053

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CRD#: 1305942

Professional summary

John Gregory Beckett, who also goes by John G Beckett, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Marlton, New Jersey and CETERA WEALTH SERVICES, LLC located in Marlton, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John G Beckett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) DBA- BECKETT WEALTH MANAGEMENT GROUP, LLC; NOT IR; 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gregory Beckett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 10000 Lincoln Drive East 201, Marlton, NJ 08053

RIA

CRD#: 105644

MARLTON, NJ

Current

September 20, 2019 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 10000 Lincoln Drive East 201, Marlton, NJ 08053

CRD#: 13572

Marlton, NJ

Past

May 20, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

September 1, 2016 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

MARLTON, NJ

Past

September 1, 2016 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

MARLTON, NJ

Past

November 10, 2006 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

MARLTON, NJ

Past

November 10, 2006 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

MARLTON, NJ

Past

July 1, 2003 - November 13, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MARLTON, NJ

Past

July 1, 2003 - November 13, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MARLTON, NJ

Past

December 11, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

MARLTON, NJ

Past

December 6, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 9, 1994 - December 10, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 26, 1984 - February 18, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(9/20/2019)

Florida
(9/21/2019)

New Jersey
(9/20/2019)

IAR

New Jersey
(6/29/2023)

New York
(9/20/2019)

Pennsylvania
(9/20/2019)

Vermont
(9/20/2019)

Virginia
(9/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John G. Beckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gregory Beckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/1994

Series 63

Date: 3/22/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/8/1994

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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