JL
JL

Jessica Loughnane

6 Years of Experience
Lynn, MA
BrokerSells Insurance

Jessica Loughnane is a registered investment advisor at Cetera Investment Advisers LLC, based in Lynn, MA, with 6 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

583 Chestnut Street Unit #6, Lynn, MA, 01904

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jessica sells fixed insurance (life, health, disability, property and casualty) with various companies since 2018. She is also a financial professional at CCR Wealth Management LLC and a notary public, dedicating minimal time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
November 2019 - March 2024 · 4 yrs 4 mos
State Registrations1 state
MA
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.