JZ
CFP · PFS
JZ
CFP · PFS

Jennifer Ziegler

25 Years of Experience
Lafayette, LA
BrokerSells Insurance

Jennifer Ziegler is a CFP, PFS-designated registered investment advisor, based in Lafayette, LA, with 25 years of industry experience.

Location

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennifer is involved in several outside business activities, including farmland rental, Darnall Sikes Wealth Partners LLC, Darnall, Sikes & Frederick (CPA firm), Wild Hair Investments LLC, Z&Z LLC, and selling equity indexed annuities. Jennifer also works as an insurance agent with Avantax Insurance Agency/Services, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2002 - October 2019 · 17 yrs
1st Global Capital CORP.Broker
December 2000 - October 2019 · 18 yrs 10 mos
State Registrations4 states
FLLASCTX
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.
Jennifer Ziegler - Financial Advisor | TrueAdvisor