Jennifer Story Quirk

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

• 04/1996 → 08/2021
  (Dba) Protective Financial Services
  Daphne, AL
• 02/1998 → 02/2025
  Concourse Financial Group Securities Inc
  Daphne, AL
• 03/2015 → 10/2018
  First Advisors Capital Inc
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Daphne, AL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-02-09 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Fairhope, AL
  Daphne, AL
  Birmingham, AL
  Birmingham, AL
• 2015-04-01 → 2018-10-31
  First Advisors Capital, Inc.
  Fairhope, AL
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-09
• S63 Uniform Securities Agent State Law Examination
  1998-03-25

Other Names

• Jennifer S Quirk