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Jennifer Powell

7 Years of Experience
Georgetown, TX
BrokerSells Insurance

Jennifer Powell is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, TX, with 7 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

401 E 8th Street, Georgetown, TX, 78626

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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

Jennifer is associated with Powell Financial Partners as an investment advisor, selling insurance, securities, and investment products, dedicating nearly full-time hours. She also works as an independent insurance agent selling fixed insurance products, also dedicating nearly full-time hours, and serves as a commissioner for the City of Georgetown's Historic and Architectural Review Commission, spending minimal 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.
September 2018 - June 2021 · 2 yrs 9 mos
Voya Financial Advisors, INC.Broker
August 2018 - June 2021 · 2 yrs 10 mos
State Registrations14 states
AZCOIAKSLAMIMONMNVNYOHOKTXVA
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.
Jennifer Powell - Financial Advisor | TrueAdvisor