Jessica Leverenz
Jessica Leverenz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Livonia, MI, with 12 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
33300 Five Mile Rd Ste 200, Livonia, MI, 48154
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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
Jessica owns LMR Financial Group LLC and is a financial advisor for LMR Advisors LLC, spending about a quarter of her time on the latter. She also sells fixed insurance products, including life, health, and annuities, and holds positions with several non-profit organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations15 states
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