JK
JK
Jennifer Koenig
17 Years of Experience
Phoenix, AZ
1 DisclosureBroker
Jennifer Koenig is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 17 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
1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Settled
Other Business Activities
Jennifer Hope LLC is for tax purposes only. Emuna Wealth Management is a DBA for Cetera business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
February 2015 - June 2019 · 4 yrs 4 mos
Foresters Financial Services, INC.Broker
November 2008 - June 2019 · 10 yrs 7 mos
State Registrations13 states
AZCACOFLILINMAMNORSDUTWAWI
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.