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Jennifer Dawn Tibbs

Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Strategize Tax LLCJan 2021 to now
  4. Jennifer Tibbs ConsultingMay 2018 to now
  5. Strategize Wealth Management Group IncApr 2018 to now
  6. Avantax Advisory ServicesFeb 2018 to Sep 2025
  7. Calvary AcademyMay 2017 to Nov 2021
  8. Avantax Insurance Agency, LLCOct 2015 to Sep 2025
  9. Avantax Investment Services, Inc.Oct 2015 to Sep 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

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
6576361
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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