Jessica
King

Cetera Investment Advisers LLC

CRD#5613982
Investment Advisor
in Stuart, FL

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About this Advisor

Jessica King is a financial advisor based in Stuart, Florida with 6 years of relevant experience. King is an advisor for Cetera Investment Advisers LLC. The advisor has gained experience at Royal Alliance Associates, Minnesota Life Ins Co, Securian Financial Services, Inc, Evershore Financial, Jessica Kramser, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Jessica King Corp, Cetera Investment Advisers, LLC, Cetera Financial Specialists, LLC and Bridge Financial. King holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Cetera Investment Advisers LLC is an advisory firm headquartered in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets under management between its 176,986 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on the services offered. Fee types billed by Cetera Investment Advisers LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

119 Sw 6Th St
Stuart, FL 34994

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

FL Average: $6,674,516,078
Total Number of Employees

3,094

FL Average: 44
Total Number of Accounts

176,986

FL Average: 2,564
Average Account Size

$188,469

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jessica King Work History

Jessica has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Cetera Financial Specialists LLC

2019 - Present (5 years)

Cetera Investment Advisers LLC

2018 - Present (6 years)

Jessica King Corp

2017 - Present (7 years)

Bridge Financial

2007 - Present (17 years)

Jessica Kramser

2017 - 2019 (2 years)

Cetera Investment Advisers, LLC

2017 - 2019 (2 years)

Cetera Financial Specialists, LLC

2014 - 2015 (1 year)

Minnesota Life Ins Co

2014 - 2015 (1 year)

Securian Financial Services, Inc

2014 - 2015 (1 year)

Evershore Financial

2010 - 2014 (4 years)

Royal Alliance Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jessica King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Ricardo Sanchez
Fort Lauderdale, FL
Christopher Ikerd
Evans, GA
Joseph Charron
Oklahoma City, OK
Eric Siegeltuch
Yonkers, NY
Larry Ellis
Edmond, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Erin Mcclain
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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