JW
CFP
JW
CFP

Jessica Whitehurst

7 Years of Experience
Ocklawaha, FL
Broker

Jessica Whitehurst is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Ocklawaha, FL, with 7 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

Ocklawaha, FL

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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

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 2 mos
Cetera Financial Specialists LLCBroker
August 2018 - Present · 7 yrs 11 mos
Cetera Financial Specialists LLC
August 2018 - Present · 7 yrs 11 mos
State Registrations14 states
AZCADCFLGAINMSNCNYSCTNTXVAWV
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.
Jessica Whitehurst - Financial Advisor | TrueAdvisor