JF
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Jessica Franz-Martin

4 Years of Experience
Overland Park, KS
1 DisclosureBroker

Jessica Franz-Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 4 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

10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210

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History

Regulatory History (1)
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Financial
July 2018
Final
Other Business Activities

Jessica is a client services manager for Prosperity Advisors, LLC, a financial services firm, dedicating full-time hours. She also works as an independent beauty consultant for Mary Kay Cosmetics, refers clients to Prosperity Tax Center, LLC, and is a notary public, all requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
September 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisors LLC
August 2022 - March 2024 · 1 yr 7 mos
State Registrations1 state
KS
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.