Jennifer Wildman is a CFP-designated registered investment advisor, based in Mt Pleasant, TX, with 20 years of industry experience.
Location
915 N Jefferson Avenue, Mt Pleasant, TX, 75455-3259
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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 ActivitiesSells Insurance
Jennifer is a registered representative with 1st Texas Financial Services, dedicating full-time hours to financial advisory services. She also sells term life and fixed insurance through Avantax Insurance Agency, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations17 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.