JG
John D. Gibbs
CETERA INVESTMENT ADVISERS LLC
ASHLAND, OR 97520
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CRD#: 2809416
JG
Professional summary
John David Gibbs JR, who also goes by Jack Gibbs, John David Jr Gibbs, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ashland, Oregon and CETERA WEALTH SERVICES, LLC located in Ashland, Oregon.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Gibbs | John David Jr Gibbs
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) Rental Properties~180 Lithia Way #102~Ashland~OR~97520~Rental Property Owner/Management~Owner/Sole Proprietor~5/24/2005~3hrs~2hrs~oversee rental properties 2) SOMO PACIFIC LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/10/2012 ADDRESS: 295 E. Main St #10, Ashland OR 97520; Landlord 3) RENTAL PROPERTIES POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 05/24/2005 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; oversee rental properties 4) GNOMESTEAD PRODUCTIONS LLC POSITION: Manager NATURE: Property management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; Manage the repair and future development of this property. The structures burned down completely in a huge wildfire in Sept 2021, so there is minimal activity at this point. 5) FORTRESS FINANCIAL ADVANTAGE, LLC POSITION: President NATURE: Formerly know as "Fortress Financial Group LLC", this entity is strictly Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 08/17/1993; ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; tax preparation and services 6) CBA PACIFIC LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520; Oversee rental property 8) DBA (FWA LLC) POSITION: Owner NATURE: Fortress Wealth Advisors LLC is the underlying registered name for our planning business, which goes by "Fortress Financial Advisors LLC". INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 295 E. Main St., Ste 10, Ashland OR 97520, United States DESCRIPTION: As explained above, this is merely our registered planning and consulting business name. 9) FORTRESS WEALTH MANAGEMENT PARTNERS LLC POSITION: Director NATURE: We formed this partnership to own our business together, via each of our two LLCs --Fortress Wealth Advisors LLC is 50% partner (Jack Gibbs' LLC) and Grounded Wealth LLC is 50% partner (Lebeau Potgieter's LLC) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2024 ADDRESS: 295 E. Main St. Ste 10, Ashland OR 97520, United States DESCRIPTION: I created and directed this FWMP LLC's formation. I oversee and manage it along with Lebeau. This is the entity though which we are paying our company overhead and our employees for our wealth management business. This set up was devised in part by FP Transitions.
CRS (Client Relationship Summary) - RIA
Click below to view John David Gibbs 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: 295 E. Main St. Ste 10, Ashland, OR 97520RIA
CRD#: 105644
ASHLAND, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 295 E. Main St. Ste 10, Ashland, OR 97520BD
CRD#: 13572
ASHLAND, OR
Past
September 17, 1998 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
ASHLAND, OR
Past
December 16, 1996 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ASHLAND, OR
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
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 8/23/2000
Corporate Securities Limited Representative ExaminationGeneral 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
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.
