Jennifer Lynn Frick

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

• 09/2014 → 06/2021
  Voya Financial
  Hartford, CT
• 09/2014 → 06/2021
  Voya Financial Partners
  Hartford, CT
• 09/2014 → 06/2021
  Voya Financial Advisors
  Windsor, CT
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Windsor, CT
  Windsor, CT
• 2005-06-09 → 2011-01-03
  Voya Financial Partners, Llc
  Hartford, CT
  Windsor, CT
  Windsor, CT
• 2003-03-17 → 2005-06-03
  Tower Square Securities, Inc.
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2001-01-13

Other Names

• Jennifer Lynn Parent
• Jennifer Lynn Robb
• Jennifer Lynn Frick