Alison Janke
Alison Janke is a registered investment advisor at Cetera Investment Advisers LLC, based in Port Richey, FL, with 25 years of industry experience. Alison is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5545 Pasco Way, Port Richey, FL, 34668
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2013Regulatory
November 2012Regulatory
April 2012Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Alison owns rental properties through a revocable trust and dedicates minimal time to fixed insurance sales. She also operates under the DBA RJ Wealth Management Group and Summit Financial Networks, works as a notary public, and owns Flow Yoga LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations29 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.
Exams
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