Julianne Marie Charlesworth
Investment adviser representative at Cetera Investment Advisers LLC
42 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
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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
42 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Wealth Management RepsJan 2022 to now
- Charlesworth Properties LLCAug 2019 to now
- Hdvreps.comJan 2018 to now
- J-mar Transit, LLCJan 2018 to now
- Residential and Farm Ground RentalMar 2001 to now
- Julianne M CharlesworthDec 1992 to now
- Triple J Mar Petroleum IncMay 1984 to now
- Avantax Advisory ServicesFeb 2021 to Sep 2025
- Avantax Insurance Agency, LLCJan 2014 to Sep 2025
- Avantax Investment Services, Inc.Oct 2005 to Sep 2025
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5048387
- Firm CRD
- 105644