Jennifer Stapleton
Jennifer Stapleton is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilmette, IL, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
3330 Old Glenview Road, Suite 7, Wilmette, IL, 60091-2963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates under the DBA Siegel Accounting and Financial Services, providing financial services and client services since 2006, dedicating about a quarter of her time. She also provides tax and accounting services through Marvin M Siegel, CPC PC, dedicating a variable amount of time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations4 states
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