Jennifer Story Quirk
Investment adviser representative at Cetera Investment Advisers LLC
30 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jennifer Story Quirk? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- First Advisors Capital IncMar 2015 to Oct 2018
- Concourse Financial Group Securities IncFeb 1998 to Feb 2025
- (dba) Protective Financial ServicesApr 1996 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2750827
- Firm CRD
- 105644