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Jennifer Blanchard

21 Years of Experience
Daniel Island, SC
BrokerSells Insurance

Jennifer Blanchard is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, with 21 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

225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492

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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 an agent/broker for Commonwealth Financial Group, selling fixed insurance, and spends a few hours per week on this. She also owns rental property and is a committee member for a non-profit organization.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2004 - August 2023 · 19 yrs
Securian Financial Services, INC.Broker
July 2004 - August 2023 · 19 yrs 1 mo
State Registrations7 states
FLGANCNJOHSCTN
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 Blanchard - Financial Advisor | TrueAdvisor