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Jenna Riley

13 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Jenna Riley is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 13 years of industry experience. Jenna 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

1600 East Beltline NE Suite 212, Grand Rapids, MI, 49525

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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

Jenna sells life, fixed annuities, and long-term care insurance as an insurance agent, dedicating a few hours per week. She also owns Riley Planning & Investments, providing financial and insurance services, which takes about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2012 - June 2021 · 8 yrs 7 mos
Voya Financial Advisors, INC.Broker
September 2012 - June 2021 · 8 yrs 9 mos
State Registrations3 states
FLINMI
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.
Jenna Riley - Financial Advisor | TrueAdvisor