JF
CFP
JF
CFP

Jenny Foster

17 Years of Experience
Rochester, IL
BrokerSells Insurance

Jenny Foster is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, IL, with 17 years of industry experience. Jenny 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

201 S Walnut Ste 300, Rochester, IL, 62563

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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

Jenny is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. She also owns GBA Financial, providing financial services including tax preparation and insurance sales, which takes about a quarter of her time. Additionally, Jenny is a notary and co-owns real estate that she plans to rent out.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2010 - June 2023 · 13 yrs 4 mos
State Registrations28 states
AKALARAZCACOCTFLGAIAIDILINKYMDMIMNMONCNMOHORPASCTNTXVAWI
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.
Jenny Foster - Financial Advisor | TrueAdvisor