Jennifer S Poland
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Investment Services LLCJun 2026 to now
- Hancock Whitney BankJun 2026 to now
- Raymond James Financial Services Advisors, Inc.Sep 2025 to Jun 2026
- Raymond James Financial Services, Inc.Sep 2025 to Jun 2026
- Trustmark BankMay 2025 to Jun 2026
- LPL Financial LLCDec 2019 to Sep 2025
- Trustmark National BankSep 2019 to May 2025
- Bank of America, N.A.Jan 2013 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2012 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5245585
- Firm CRD
- 105644