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Jennifer Koenig

Cetera Investment Advisers LLC
17 Years of Experience
Phoenix, AZ
1 DisclosureBroker
View SEC Summary
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Jennifer Koenig is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 17 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016

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History

Regulatory History (1)
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Customer Dispute
August 2011
Settled
View Full SEC ReportHow to Read Disclosures
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 · 7 yrs 4 mos
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 4 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 Registrations14 states
AZCACOFLILINMAMIMNORSDUTWAWI
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.
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