Jennifer Despain
Jennifer Despain is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woodland Hills, CA, with 14 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
5950 Canoga Ave, Suite 601, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns Canyon Oak Financial, where she prepares tax returns, develops tax planning strategies, and manages bookkeeping/payroll, dedicating about 30 hours per week in total. She also uses the same business name as a DBA for her investment business, where she sells investments, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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