Jennifer Jones
Jennifer Jones is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 10 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
100 Meridian Centre Blvd, Suite 200, Rochester, NY, 14618
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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 refers clients for financial services and is an advisor for Davie Kaplan Wealth Care Advisors, LLC, including insurance sales. She also serves on various boards and committees for UR Thompson Health and Canandaigua National Bank & Trust, dedicating minimal time to each activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Dkcb Financial Advisors, LLC
Davie Kaplan Wealth Care Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations10 states
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