JM
John E. Mcpherson
CETERA INVESTMENT ADVISERS LLC
DENHAM SPRINGS, LA 70726
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CRD#: 1740318
JM
Professional summary
John Edward Mcpherson JR is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Denham Springs, Louisiana and CETERA WEALTH SERVICES, LLC located in Denham Springs, Louisiana.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. John has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) John E. McPherson~8789 ARNOLD ROAD~DENHAM SPRINGS~LA~70726~Independent Insurance Agent~Insurance Sales Agent~2/25/1992~1hrs~0hrs~SALES 2) Real Estate Rental~8789 Arnold Road~Denham Springs~LA~70726~Rental Property Owner/Management~Owner/Sole Proprietor~3/3/2004~1hrs~1hrs~rental property management 3) JOHN E MCPHERSON JR LLC POSITION: MEMBER NATURE: INCOME TAX AND BOOKKEEPING INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1990 ADDRESS: 8789 Arnold Rd, Denham Springs LA 70726, United States DESCRIPTION: PREPARING TAX RETURNS AND BOOKKEEPING 4) John McPherson Income Tax; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; ; 01/01/1990; 8789 Arnold Road Denham Springs LA 70726; income tax preparation and bookkeeping services 5) MTJE PROPERTIES LLC; MEMBER; RESIDENTIAL REAL ESTATE RENTAL TO INDIVIDUALS; NIR; 2; 10/31/2022; 8789 Arnold Rd Denham Springs LA 70726; MANAGE RESIDENTIAL RENTAL PROPERTIES, PAPERWORK ASSOCIATED WITH RENTALS, ARRANGING MAINTENANCE ON THE RENTAL PROPERTIES. recommend appropriate options as needed.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Mcpherson JR's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8789 Arnold Rd., Denham Springs, LA 70726RIA
CRD#: 105644
DENHAM SPRINGS, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
DENHAM SPRINGS, LA
Past
July 24, 2002 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DENHAM SPRINGS, LA
Past
January 16, 1992 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DENHAM SPRINGS, LA
Past
January 5, 1988 - December 10, 1988
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Missouri(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Denham Springs, LA 70726TRUST BUT VERIFY
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