Jessica Tufte
Jessica Tufte is a registered investment advisor at Cetera Investment Advisers LLC, based in Castro Valley, CA, with 14 years of industry experience. Jessica 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
3726 Castro Valley Blvd, Castro Valley, CA, 94546
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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.
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Jessica works as a registered administrative assistant for Rosenblatt Advisors, a financial services firm, dedicating full-time hours to this role. She also works as a notary public, notarizing documents, which takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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