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Adviser and broker representative · Cetera Investment Advisers LLC

Jennifer R. Jones

CRD 6392723 · Rochester, NY

At a glance

Jennifer R. Jones is an investment adviser representative with Cetera Investment Advisers LLC in Rochester, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennifer’s SEC record dates to 2021, about 5 years ago. Jennifer is also registered as a broker representative.

Current advisory firms

  • Cetera Investment Advisers LLCSince September 2025Rochester, NY · $257B in regulatory assets
  • Dkcb Financial Advisors, LLCSince June 2021Rochester, NY · State-registered or not in the SEC’s list
  • Davie Kaplan Wealth Care Advisors, LLCSince June 2021Rochester, NY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (5 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Jennifer’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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