Jennifer Dillee
Jennifer Dillee is a registered investment advisor at Cetera Investment Advisers LLC, based in The Woodlands, TX, with 27 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
26006 Budde Road, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates as a financial professional under Perkins Financial, providing investment and financial services and advising clients. She also holds power of attorney for her husband, dedicating about a quarter of her time to her financial services role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Aig Financial Advisors, INC.Broker
Summit Financial Group
Sunamerica Securities, INC.Broker
State Registrations2 states
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.