JB
John A. Barbish
CETERA INVESTMENT ADVISERS LLC
Wickliffe, OH 44092
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CRD#: 5614914
JB
Professional summary
John Anthony Barbish, who also goes by John Barbish, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wickliffe, Ohio and CETERA WEALTH SERVICES, LLC located in Wickliffe, Ohio.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. John has worked at 4 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Barbish
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2019; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND PROPERTY & CASUALTY; (2) NAME OF OTHER BUSINESS: BARBISH FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE SALES - AGENT (3) NAME OF OTHER BUSINESS: BARBISH GARDENS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FAMILY GARDEN; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 10-15; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MIRCRO MARKER GARDEN, GROW VEGETABLES, MAKE SPICES AND SELL TO FARMERS MARKETS; (4) NAME OF OTHER BUSINESS: CANDIDATE FOR OHIO HOUSE OF REPRESENTATIVES, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: POLITICAL CAMPAIGN, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: CANDIDATE, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES LEGISLATIVE CAMPAIGN. SOCIAL MEDIA, ATTENDING PRIVATE & PUBLIC EVENTS, FUNDRAISING, SENDING OUT FLYERS, ETC;
CRS (Client Relationship Summary) - RIA
Click below to view John Anthony Barbish'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2672 Rockefeller Road, Wickliffe, OH 44092RIA
CRD#: 105644
Wickliffe, OH
Current
April 12, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2672 Rockefeller Road, Wickliffe, OH 44092BD
CRD#: 13572
Wickliffe, OH
Past
April 12, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Wickliffe, OH
Past
June 11, 2014 - April 12, 2017
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Wickliffe, OH
Past
June 2, 2014 - April 12, 2017
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Wickliffe, OH
Past
March 10, 2010 - June 6, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BROADVIEW HEIGHTS, OH
Past
January 27, 2009 - June 6, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BROADVIEW HEIGHTS, OH
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
Ohio(4/12/2017)
IAR
Ohio(6/29/2023)
Exams
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
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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.
