Jorita Padfield
Jorita Padfield is a registered investment advisor at Cetera Investment Advisers LLC, based in Alta Loma, CA, with 31 years of industry experience. Jorita 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
Alta Loma, CA
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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
Jorita is involved in several outside business activities, including selling equity index annuities, working as a notary public, and gathering trust documents. She also dedicates time to a non-profit, Mary Kay, the US Census Bureau, and sells fixed insurance products, including life, annuities, and long-term care.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Financial Services, INC.Broker
Legacy Advisory Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Fimco Securities Group, INC.Broker
Invest Financial CorporationBroker
State Registrations5 states
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