JE
JE
Jessica Eaton
8 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Jessica Eaton is a registered investment advisor at Cetera Investment Advisers LLC, based in Indianapolis, IN, with 8 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
4629 West 71st St, Indianapolis, IN, 46268
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Regulatory History (1)
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Financial
December 2016Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Investment Services LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
November 2022 - June 2023 · 7 mos
VALIC Financial Advisors, INC.
November 2022 - June 2023 · 7 mos
Key Investment Services LLC
October 2020 - November 2022 · 2 yrs 1 mo
Key Investment Services LLCBroker
July 2020 - November 2022 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
October 2017 - June 2020 · 2 yrs 8 mos
State Registrations4 states
ALINMOSC
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.