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Peter Jerome Bush

Peter J. Bush

CETERA INVESTMENT ADVISERS LLC
Baton Rouge, LA 70810
Some features on this profile are disabled
CRD#: 2079602
Peter Jerome Bush

Professional summary


Peter Jerome Bush, AIF®, CFP®, who also goes by Pete Bush, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Baton Rouge, Louisiana and CETERA ADVISORS LLC located in Baton Rouge, Louisiana.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Peter has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pete Bush

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. HORIZON WEALTH MANAGEMENT LLC; INVST RLTD; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY UNDER WHICH MULTIPLE BUSINESS ENTITIES OPERATE; START: 10/2018; TITLE: FINANCIAL ADVISOR/CEO; APX NUMBER OF #/WK: 40; APX # OF HRS DUR TRAD HRS: 32.5; DUTIES: FINANCIAL ADVISOR/CEO DUTIES, RECEIVES LICENSING FEES FOR HORIZON DBAS. 2. HWM HOLDINGS LLC NOT INVST RLTD; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START: 11/2023; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: VARIES; DUTIES: REAL ESTATE RENTAL; 3. TWO-SEVEN PRODUCTIONS; NOT INVST RLTD; SAME AS RESIDENTIAL LOCATION; WINE HOLDER DESIGN & SALES; START: 8/2013; APX # OF HRS/WK & DUR TRD HRS: 2; DUTIES: DISTRIBUTION AND MANUFACTURING OF RETAIL PRODUCTS; 4. BUSH - GAUTREAU OPPORTUNITY FUND, LLC, INVST RLTD, ADDRESS IS THE REGISTERED LOCATION, PERSONAL INVESTING, START MARCH 2014, NO TIME SPENT ON ACTIVITY, MEMBER / CO-OWNER. 5. CYA 360 LLC, NOT INVST RLTD, ADDRESS IS THE REGISTERED LOCATION, MULTI-DISCIPLINARY BUSINESS PRESENTATIONS, START SEPTEMBER 2014, LESS THAN 1 HOUR PER WEEK - NOT DUR TRAD HRS, OWNER. 6.BIG LEAGUE MONEY BOOK CREATED UNDER HORIZON FINANCIAL GROUP , NOT INVST RLTD, ADDRESS IS THE REGISTERED LOCATION, CO-AUTHOR OF BOOK, START JULY 2014, LESS THAN 1 HR/WK - NOT DUR TRAD HRS, AUTHOR. 7. HORIZON RETIREMENT PLAN SERVICES; INVST RLTD; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR RETIREMENT PLAN SERVICING / DBA FOR FINANCIAL SERVICES; START: 09/2017; TITLE: FINANCIAL ADVISOR/CEO; APX # OF HRS/WK: 40; APX # OF HRS DUR TRAD HRS: 32.5; DUTIES: DBA FOR FINANCIAL SERVICES; 8. HORIZON FINANCIAL GROUP; INVST RLTD; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START: 09/2017; TITLE: FINANCIAL ADVISOR/CEO; APX # OF HRS/WK: 40; APX # OF HRS DUR TRAD HRS: 32.5; DUTIES: DBA FOR FINANCIAL SERVICES; 9. HORIZON ADVISOR NETWORK; INVST RLTD; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START: 9/2017; TITLE: FINANCIAL ADVISOR/CEO; HRS/WK: 40; APX # OF HRS DUR TRAD HRS: 32.5; DUTIES: DBA FOR FINANCIAL SERVICES; 10. SIMPLIFYNANCE; INVST RLTD; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START: 02/2018; TITLE: OWNER; HRS/WK: 5; HRS DUR TRAD HRS: 5; DUTIES: DBA FOR FINANCIAL SERVICES; 11. FIXED INSURANCE WITH VARIOUS COMPANIES; INVST RLTD; ADDRESS: SAME AS REGISTERED LOCATION; FIXED INSURANCE; START: 09/2021; APX # OF HRS/WK & DUR TRD HRS: LESS THAN 1; INSURANCE AGENT ELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE; 12.HORIZON MEDIA A DIVISION OF HORIZON FINANCIAL GROUP; INV REL: NO; ADDRESS: SAME AS REGISTERED LOCATION; BOOKS, PODCASTS, VIDEOS & OTHER MEDIA SERVICES; START DATE: 3/2022; AUTHOR, PODCASTER, CONTENT CREATOR; APX # OF HRS/WK: LESS THAN 1; APX # OF HRS DUR TRAD HRS: LESS THAN 1; BRIEF MEDIA DIVISION OF DBA; 13. TWO-SEVEN PRODUCTIONS, LLC; INV REL: NO; SAME AS RESIDENTIAL LOCATION; RETAIL PRODUCTS SALES REFERRALS; DATE: 08/2025; OWNER/MANAGER; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 0; REFERRAL FOR DISTRIBUTION, MANUFACTURING OF RETAIL PRODUCTS; INTRODUCTIONS, CONNECTIONS FOR TAX REMITTANCE SYSTEM; 14. ADVISOR GROWTH GEAR; INVST RLTD; ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 11/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK: 40, APX # OF HRS DUR TRAD HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 15. THE WEALTH ADVISOR COLLECTIVE; INVST RLTD; ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 11/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK: 40, APX # OF HRS DUR TRAD HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Peter Jerome Bush'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®
AIF®
CFP®

Start date: 2007

Experience


Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 15015 Jamestown Blvd Suite 100, Baton Rouge, LA 70810
RIA
CRD#: 105644
Baton Rouge, LA
Current

January 1, 2004 - Present

CETERA ADVISORS LLC

Office #1: 15015 Jamestown Blvd Suite 100, Baton Rouge, LA 70810
BD
CRD#: 10299
Baton Rouge, LA
Past

January 4, 2007 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
BATON ROUGE, LA
Past

January 19, 1994 - January 1, 2004

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

October 29, 1992 - January 4, 1994

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 11, 1991 - January 20, 1994

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

August 31, 1990 - October 4, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 31, 1990 - October 4, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
Alabama
(1/4/2007)
RR
Alaska
(1/4/2021)
RR
Arizona
(3/30/2005)
RR
Arkansas
(10/31/2012)
RR
California
(1/1/2004)
RR
Colorado
(2/26/2013)
RR
Connecticut
(3/11/2015)
RR
Delaware
(11/15/2017)
RR
District of Columbia
(1/6/2015)
RR
Florida
(1/1/2004)
RR
Georgia
(11/15/2005)
RR
Hawaii
(9/10/2015)
RR
Idaho
(1/6/2015)
RR
Illinois
(6/12/2007)
RR
Indiana
(1/1/2004)
RR
Iowa
(2/26/2013)
RR
Kansas
(1/8/2014)
RR
Kentucky
(1/12/2006)
RR
Louisiana
(1/1/2004)
IAR
Louisiana
(3/21/2024)
RR
Maine
(2/2/2017)
RR
Maryland
(7/14/2005)
RR
Massachusetts
(4/30/2010)
RR
Michigan
(6/23/2014)
RR
Minnesota
(1/3/2020)
RR
Mississippi
(1/1/2004)
RR
Missouri
(1/8/2014)
RR
Montana
(1/2/2024)
RR
Nebraska
(1/6/2022)
RR
Nevada
(2/26/2013)
RR
New Hampshire
(1/3/2019)
RR
New Jersey
(1/1/2004)
RR
New Mexico
(1/8/2014)
RR
New York
(1/2/2014)
RR
North Carolina
(1/1/2004)
RR
Ohio
(1/1/2004)
RR
Oklahoma
(3/15/2016)
RR
Oregon
(1/6/2015)
RR
Pennsylvania
(1/6/2015)
RR
Rhode Island
(1/8/2016)
RR
South Carolina
(2/26/2013)
RR
South Dakota
(1/4/2022)
RR
Tennessee
(1/4/2011)
RR
Texas
(1/1/2004)
IAR
Texas
(3/21/2024)
RR
Utah
(12/14/2016)
RR
Vermont
(8/7/2015)
RR
Virgin Islands
(1/9/2017)
RR
Virginia
(2/21/2012)
RR
Washington
(1/8/2014)
RR
West Virginia
(1/3/2020)
RR
Wisconsin
(1/8/2014)
RR
Wyoming
(1/3/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1999
General Securities Principal Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


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

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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Baton Rouge, LA 70810

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