Jennifer Harney-Read
Jennifer Harney-Read is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookline, MA, with 23 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
1309 Beacon St 2nd Floor, Brookline, MA, 02446
Get directionsHistory
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 Activities
Jennifer manages a real estate property and works as a notary, dedicating minimal time to each. She also works full-time as President/Financial Professional for Coolidge Wealth Management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Equity Services, INC.Broker
Commonwealth Financial NetworkBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Cadaret, Grant & CO., INC.Broker
AXA Advisors, LLCBroker
New England SecuritiesBroker
State Registrations13 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.