Jennifer Rose
Jennifer Rose is a registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Crest, NM, with 13 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
Cedar Crest, NM
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is involved in several outside business activities, including selling equity indexed annuities through Avantax Insurance Agency, providing tax preparation and accounting services through Rose Tax & Financial, and selling health and wellness products through Noetic Nomads. She also produces and sells art and crafts, including writing a book, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
PFS Investments INC.Broker
Genworth Financial Securities CorporationBroker
State Registrations5 states
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.