UBS Financial Services
46yrs
Top advisor for experience in Walnut Creek
18yrs
John David Aaron
Financial advisor at Cetera Investment Advisers
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office350 N Wiget Lane Suite 140, Walnut Creek, CA 94598
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2010 – 2025Avantax Advisory ServicesPreviously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About John
How do I contact John?
Call Cetera Investment Advisers at 310-257-7880 and ask for John David Aaron. John works from the Walnut Creek, CA office.
How long has John been a financial advisor?
John has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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