LR
CFP
LR
CFP

Laura Reeves

28 Years of Experience
Jackson, NJ
BrokerSells Insurance

Laura Reeves is a CFP-designated registered investment advisor, based in Jackson, NJ, with 28 years of industry experience.

Location

Jackson, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Laura sells equity indexed annuities through Avantax Insurance Agency and HD Vest Insurance Agency, and other insurance products through Avantax affiliated insurance agencies. She also owns Benefit Bookkeeping and is on the board of directors for the Financial Planning Association.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2014 - September 2025 · 10 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2014 - September 2025 · 10 yrs 11 mos
Wells Fargo Advisors, LLC
June 2006 - February 2014 · 7 yrs 8 mos
Wells Fargo Advisors, LLCBroker
October 2000 - February 2014 · 13 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1996 - October 2000 · 4 yrs
State Registrations9 states
DEFLNCNJNYPASCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laura Reeves - Financial Advisor | TrueAdvisor