JD
JD

Janette Davis

12 Years of Experience
Pembroke Pines, FL
BrokerSells Insurance

Janette Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Pembroke Pines, FL, with 12 years of industry experience. Janette 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

1745 N University Drive, Pembroke Pines, FL, 33024

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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 ActivitiesSells Insurance

Janette owns several businesses, including an accounting/tax preparation firm (Janette L. Davis, CPA, LLC), a mortgage services company (Southeast American Financial Group), and a property & casualty insurance services company (Southeast American Financial Services). She also dedicates minimal time to the Jamaica Use Chamber of Commerce and the Walnut Creek condo associations, and a few hours per week to JLD CPA & Advisors.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2019 - Present · 7 yrs 3 mos
Cetera Financial Specialists LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
H.D. Vest Advisory Services, INC
June 2015 - March 2019 · 3 yrs 9 mos
Hd Vest Investment ServicesBroker
February 2015 - March 2019 · 4 yrs 1 mo
Uswcc Money, LLC
March 2011 - December 2012 · 1 yr 9 mos
State Registrations2 states
FLGA
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.
Janette Davis - Financial Advisor | TrueAdvisor