Jennifer Giacalone
Jennifer Giacalone is a registered investment advisor at Cetera Investment Advisers LLC, based in Lomita, CA, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25124 Narbonne Ave., Suite 205, Lomita, CA, 90717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer works full-time providing accounting services/tax preparation and human resource management. She also sells equity indexed annuities through Avantax Insurance Agency and Avantax Insurance Services, and is a licensed real estate salesperson originating mortgage loans through C2 Financial Corporation, and is a partner in Lakeshore LLC, a short-term real estate rental company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations27 states
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