Jessica Steffensen is a registered investment advisor, based in Walnut Creek, CA, with 1 years of industry experience.
Location
350 N Wiget Lane, Suite 140, Walnut Creek, CA, 94598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica is a manager at Hawkes Hastings & Aaron Accountancy Corporation, providing tax and bookkeeping services, dedicating nearly full-time hours to this role. She also serves as the Chief Financial Officer for Forest Park Swimming Association, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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