JF
JF

Jennifer Faulconer

3 Years of Experience
Wenatchee, WA
BrokerSells Insurance

Jennifer Faulconer is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 3 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

175 E Penny Rd, Suite 1, Wenatchee, WA, 98801

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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 ActivitiesSells Insurance

Jennifer is a board member for Wenatchee Valley College Foundation and an advisory member for Cancer Care of NCW, both non-profit organizations. She also works full-time as a CPA-Manager at Cordell, Neher & Company PLLC and is a referring representative for CNC Financial Group, providing investment advice in conjunction with CNCFG personnel.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
January 2023 - September 2025 · 2 yrs 8 mos
Avantax Investment Services, INC.Broker
December 2022 - September 2025 · 2 yrs 9 mos
State Registrations1 state
WA
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.
Jennifer Faulconer - Financial Advisor | TrueAdvisor