JW
CFP
JW
CFP

Jessica Whitehurst

8 Years of Experience
Viera, FL
Broker

Jessica Whitehurst is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Viera, FL, with 8 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.

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

5425 Village Dr, Blgd B, Suite 103, Viera, FL, 32955

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jessica is an accountant providing accounting and tax services, and is also involved in several businesses including rental properties, real estate, and financial services. She dedicates a significant amount of time to financial services through Johns Brothers Financial LLC and JLW Financial, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2019 - Present · 7 yrs 5 mos
Cetera Financial Specialists LLC
August 2018 - Present · 8 yrs 2 mos
Cetera Financial Specialists LLCBroker
August 2018 - Present · 8 yrs 2 mos
State Registrations14 states
AZCADCFLGAINMSNCNYSCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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