Jessica
Loughnane

Cetera Advisors LLC

CRD#6028389
Investment Advisor
in Lynn, MA

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About this Advisor

Jessica Loughnane is a financial advisor who works out of Lynn, Massachusetts, with a total of 4 years of industry experience. Loughnane currently works for Cetera Advisors LLC. Throughout their career, Loughnane has worked at Unemployment & Full Time Education, Cetera Advisors, Divirgilio Financial Group and Commonwealth Financial Network. Loughnane maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Cetera Advisors LLC is a firm headquartered in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 people on staff. It manages $21 billion in assets among its 90,646 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 294 charitable organizations. Of its 90,646 client accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Advisors LLC has a number 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 largely depend on which services are provided. However, fee types billed by Cetera Advisors LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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, Commissions

Office Location

583 Chestnut Street Unit #6
Lynn, MA 01904

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

MA Average: $2,349,664,866
Total Number of Employees

1,047

MA Average: 28
Total Number of Accounts

90,646

MA Average: 1,101
Average Account Size

$234,185

MA Average: $2,134,119

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 Loughnane Work History

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

2018 - Present (6 years)

Cetera Advisors

2016 - Present (8 years)

Divirgilio Financial Group

2014 - 2016 (2 years)

Commonwealth Financial Network

2013 - 2014 (1 year)

Unemployment & Full Time Education

*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 Loughnane 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 Advisors LLC

Michael Rousseau
Westborough, MA
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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