JF
JF

Jennifer Forsstrom

3 Years of Experience
Fallbrook, CA
Broker

Jennifer Forsstrom is a registered investment advisor at Cetera Investment Advisers LLC, based in Fallbrook, CA, with 3 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

Fallbrook, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer is an independent wellness advocate for doTERRA, an essential oil company, dedicating minimal time to this activity. She also works as a financial professional for FFEC Wealth Partners, spending full-time hours on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2022 - Present · 4 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
First Financial Equity CorporationBroker
March 2022 - April 2022 · 1 mo
State Registrations3 states
CAOHPA
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.