JW
John A. Warekois
CETERA INVESTMENT ADVISERS LLC
CENTRAL POINT, OR 97502
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CRD#: 6208413
JW
Professional summary
John A Warekois is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Central Point, Oregon and CETERA WEALTH SERVICES, LLC located in Central Point, Oregon.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. John has worked at 4 firms and has passed the Series 65, Series 63, SIE 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) Elder Jehovah's Witnesses 489 Cheney Loop Central Point OR 97502 Clergy Elected/Appointed Official 9/1/2017~25hrs~0hrs Assist Jesus in Teaching and Shepherding the Congregation. 2) John A. Warekois CPA LLC 2745 N. Pacific Hwy Medford OR 97501 Tax Preparation/Accounting Owner/Sole Proprietor 3/1/2013 160hrs~120hrs Owner- Providing tax preparation, accounting, bookkeeping and payroll services to clients. 3) Rogue Valley Microdevices Inc. 943 Automation Way Medford OR 97504 Accounting Chief Financial Officer~12/14/2015~60hrs~60hrs~In charge of financial reporting for the organization. 4) ROGUE BEES LLC POSITION: LLC member NATURE: Beekeeping INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 1150 Crater Lake Ave., Suite I, Medford OR 97504, United States DESCRIPTION: Passive ownership. My son is the beekeeper and active member. 5) JONTE PROPERTIES LLC POSITION: Owner NATURE: commercial Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: 220 Trent Ter, Suite I, Central Point OR 97502, United States DESCRIPTION: Owner 6) BECKLIN VINEYARDS LLC POSITION: Accountant NATURE: Becklin Vineyards grows grapes for winemakers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 250 E. Pine Street, Central Point OR 97502, United States DESCRIPTION: we provide bookkeeping and Bill pay services to this client. I am listed as a check signer but have NO ownership in the entity.
CRS (Client Relationship Summary) - RIA
Click below to view John A Warekois'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: 250 E. Pine Street, Central Point, OR 97502Office #2: 1692 Williams Hwy, Grants Pass, OR 97527RIA
CRD#: 105644
CENTRAL POINT, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 250 E. Pine Street, Central Point, OR 97502BD
CRD#: 13572
Central Point, OR
Past
September 10, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Central Point, OR
Past
July 24, 2013 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Central Point, 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
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
Exams
State Security Law Exam
State Security Law 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
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.
