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Jessica Franz-Martin

Cetera Investment Advisers LLC
5 Years of Experience
Overland Park, KS
1 DisclosureBroker
View SEC Summary
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Jessica Franz-Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 5 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

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
View Full SEC ReportHow to Read Disclosures
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 7 mos
Cetera Advisors LLCBroker
September 2021 - Present · 5 yrs 1 mo
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.
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