JG
CFP
JG
CFP

Jennifer Griffin

22 Years of Experience
Rochester, MI
Broker

Jennifer Griffin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, MI, with 22 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Rochester, MI

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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 Activities

Jennifer owns Griffin Wealth Management & Tax, LLC, providing financial and tax services, dedicating nearly full-time hours to it. She also works as a Senior Tax Manager at Marcum LLP, spending full-time hours performing tax planning, review, and preparation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2010 - Present · 16 yrs 4 mos
Cetera Financial Specialists LLCBroker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Pruco Securities, LLC.Broker
February 2002 - December 2004 · 2 yrs 10 mos
State Registrations2 states
FLMI
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.