John Lefferts Email & Phone Number
Head of Cetera Investors @ Cetera Financial Group (Past)
5 free lookup(s).
John Lefferts Location
- San Diego, CA, US
John Lefferts Work
- 2025 - 2026 Head of Cetera Investors @
- 2022 - 2025 Managing Director and National Head of Business Development @
- 2019 - 2022 Senior Executive Vice President @
- 2016 - 2018 Chief Revenue Officer @
- 2012 - 2013 President and CEO @
- 2004 - 2009 President @
- 2001 - 2004 President and CEO @
- 2001 - 2004 Executive Vice President @ AXA Financial
- 1997 - 2001 Regional President @
- 1989 - 1996 Branch Manager @
John Lefferts Education
- The American College of Financial Services
ChFC & CLU (Financial Planning)
1989 - 1992 - College for Financial Planning
CFP (Financial Planning)
1985 - 1987 - Oregon State University
Bachelor of Science (Business)
1976 - 1980
John Lefferts Skills
- Financial Planning
- Turn Around Management
- Asset Allocation Strategies
- Mutual Fund Strategies
- Annuity Strategies
- Insurance Needs Analysis
- Estate Planning Strategies
- Investments
- Insurance
- Business Planning
- Series 7
- Strategy
- Strategic Financial Planning
- Financial Services
- Leadership Development
- Strategic Planning
- Fixed Annuities
- Series 63
- Securities
- CLU
- Finance
- Life Insurance
- Leadership
- Change Management
- Public Speaking
- Start-ups
- Retirement Planning
- Financial Advisory
- Retirement
- Blogging
- Series 24
- Marketing
- Estate Planning
- Employee Benefits
- Business Transformation
- Turnarounds
- Compliance
- Wealth Management
- Investment Advisory
- Training
- Recruiting
- Mutual Funds
- Management
- Team Building
- CFP®
- Risk Management
- Asset Management
- Consulting
- Business Strategy
- Sales
- Business Development
- Mergers & Acquisitions
- Business
- Expenses
- Start Ups
- Cfp
- Strategic Financial
- Mergers and Acquisitions
- Microsoft Excel
John Lefferts Summary
- John Lefferts, based in San Diego, CA, US, was previously a Head of Cetera Investors at Cetera Financial Group. John Lefferts brings experience from previous roles at Equitable Advisors, Ensight™ and Lion Street Financial, LLC. John Lefferts holds a 1989 - 1992 ChFC & CLU in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Financial Planning, Turn Around Management, Asset Allocation Strategies, Mutual Fund Strategies, Annuity Strategies and more. John Lefferts has 1 emails and 1 mobile phone numbers on RocketReach.
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