Jessica
Whitehurst

Cetera Investment Advisers LLC

CRD#7004315
Investment Advisor
in Rockledge, FL

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About this Advisor

Jessica Whitehurst is a certified financial planner working out of Rockledge, Florida with 4 years of industry experience. Whitehurst works at Cetera Investment Advisers LLC. Over the course of their career, Whitehurst has held roles at Cetera Financial Specialists LLC, Womble Bond Dickson, Full Time Student - University Of Floirda, Full Time Student - Emory University School Of Law, Hawkins Parnell Thackston & Young Llp, Womble Carlyle Sandridge & Rice Llp, Internal Revenue Service - General Counsel Office, Emory University School Of Law, Cetera Investment Advisers LLC and Johns Brothers Financial LLC. Whitehurst has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It controls $33 billion in assets under management between its 176,986 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Cetera Investment Advisers LLC has a broad assortment of services, such as 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

5425 Village Dr Blgd B, Suite 103
Rockledge, FL 32955

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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 Whitehurst Work History

Jessica has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Investment Advisers LLC

2018 - Present (6 years)

Cetera Financial Specialists LLC

2018 - Present (6 years)

Johns Brothers Financial LLC

2018 - 2018 (< 1 year)

Cetera Financial Specialists LLC

2016 - 2019 (3 years)

Womble Bond Dickson

2016 - 2016 (< 1 year)

Emory University School Of Law

2015 - 2015 (< 1 year)

Womble Carlyle Sandridge & Rice Llp

2015 - 2015 (< 1 year)

Internal Revenue Service - General Counsel Office

2014 - 2014 (< 1 year)

Hawkins Parnell Thackston & Young Llp

2013 - 2016 (3 years)

Full Time Student - Emory University School Of Law

2008 - 2013 (5 years)

Full Time Student - University Of Floirda

*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 Whitehurst 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

Stuart Wilson
Athens, AL
Kevin Delvalle
Jacksonville, FL
Michael Nelson
Anaheim, CA
Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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