Jennifer
Brandt
Cetera Investment Advisers LLC
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About this Advisor
Jennifer Brandt is a financial advisor operating in Tacoma, Washington with 9 years of industry experience. Brandt is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Columbia State Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Umpqua Bank. Brandt holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Washington. Cetera Investment Advisers LLC is a financial advisory business that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets under management between its 176,986 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. Cetera Investment Advisers LLC offers a number 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. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Cetera Investment Advisers LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Jennifer Brandt Work History
Jennifer has been registered as a financial advisor for 9 years.*
Umpqua Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Columbia State Bank
*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 Jennifer Brandt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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