JR
ChFC
JR
ChFC

Jennifer Richards

13 Years of Experience
Kingwood, TX
BrokerSells Insurance

Jennifer Richards is a ChFC-designated registered investment advisor, based in Kingwood, TX, with 13 years of industry experience.

Location

Kingwood, TX

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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 insurance agent for Genworth Financial, handling renewals since 2004, but spends no time on it currently. She also provides incidental administrative assistance related to taxes for investment clients at JOHN W. ROOD CPA AND ASSOCIATES, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Avantax Planning Partners, INC.
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Avantax Advisory Services
February 2024 - September 2025 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
February 2016 - September 2025 · 9 yrs 7 mos
Next Financial Group, INC.
May 2008 - November 2011 · 3 yrs 6 mos
Next Financial Group, INC.Broker
March 2008 - November 2011 · 3 yrs 8 mos
State Registrations1 state
TX
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.