Ana Jessica Paulino
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Wilshire Consultants Inc.Dec 2024 to now
- Avantax Advisory ServicesDec 2024 to Sep 2025
- Avantax Investment Services, Inc.Dec 2024 to Sep 2025
- UnemployedJul 2024 to Nov 2024
- Charles Schwab & Co., Inc.Oct 2022 to Jun 2024
- TdameritradeJun 2018 to Dec 2022
- AerotekJan 2018 to Jun 2018
- UnemployedOct 2017 to Dec 2017
- Portfolio Recovery AssociatesJun 2017 to Sep 2017
- UnemployedOct 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6901294
- Firm CRD
- 105644