Jennifer Connolly
Jennifer Connolly is a registered investment advisor at Cetera Investment Advisers LLC, based in Campbell, CA, 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
Firm Size
IM Fee
Assets Under Management
Location
42 West Campbell Ave, Third Floor, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer works full-time as a Wealth Advisor at Johanson & Yau, providing comprehensive financial planning services. Jennifer also owns rental property, dedicating minimal time to managing it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Rkl Private Wealth
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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