Jennifer Moseley
Jennifer Moseley is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodstock, GA, with 8 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
3380 Trickum Rd, Building 1200, Woodstock, GA, 30188
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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 sells fixed index annuities, dedicating minimal time to this activity. She also works as a financial advisor for TimeWise Financial LLC, focusing on retirement planning and client meetings, which takes nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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