Jill Suzette Smith

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 08/2017
  Proequities, Inc
  Birmingham, AL
• 07/2017 → Present
  Regions Bank
  Birmingham, AL
• 10/2017 → Present
  Cetera Investment Advisers Llc
  Birmingham, AL
• 10/2017 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2015-03-20 → 2017-08-09
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
• 2012-04-17 → 2015-03-12
  Ameriprise Financial Services, Llc
  Birmingham, AL

Other Businesses

1.) INDEPENDENT CONSULTANT FOR PURE ROMANCE

Exams

• S66 Uniform Combined State Law Examination
  2012-04-14

Other Names

• Jill Suzette Nesmith
• Jill Suzette Nesmith
• Jill Suzette Habshey
• Jill Suzette Nesmith
• Jill S Smith