JT
JT

Jennifer Todd

4 Years of Experience
Maumee, OH
Broker

Jennifer Todd is a registered investment advisor at Cetera Investment Advisers LLC, based in Maumee, OH, with 4 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

2105 River Road, Maumee, OH, 43537

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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 works as a senior tax preparer for Hawthorne Financial LLC, providing tax preparation, planning, bookkeeping, and payroll assistance. She dedicates about a quarter of her time to this role and anticipates offering investment advice and products once licensed.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
July 2022 - September 2025 · 3 yrs 2 mos
Avantax Investment Services, INC.Broker
February 2022 - September 2025 · 3 yrs 7 mos
State Registrations1 state
OH
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.