JL
JL

Jennifer Levesque

9 Years of Experience
Austin, TX
Broker

Jennifer Levesque is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 9 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

7200 N Mopac Expy Suite 170, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer is a registered principal/OSJ manager at Himelick Financial Group, spending about 20% of her time assisting in branch office supervision. She also owns rental real estate and works as a financial professional for Himelick Financial Group LLC, dedicating about a quarter of her time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
Voya Financial Advisors, INC.Broker
August 2018 - June 2021 · 2 yrs 10 mos
Lbmz Securities, INC.Broker
October 2016 - July 2018 · 1 yr 9 mos
State Registrations1 state
TX
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.