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Cheryl Janel Cousino

Cetera Investment Advisers LLC

San Diego, CA

CRD 2917356

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-06-19
TX RA APPROVED 2019-06-19
  • CA RA
    APPROVED
    Since 2019-06-19
  • TX RA
    APPROVED
    Since 2019-06-19

Branch Locations

9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Advisory Services San Diego CA 12/2012 06/2019
Foresters Financial Services San Diego CA 07/1997 06/2019
Rental Property Bakersfield CA 03/2007 Present
Cetera Investment Services Llc San Diego CA 05/2019 Present
Cetera Investment Advisers Llc San Diego CA 06/2019 Present
  • 12/2012 → 06/2019
    Foresters Advisory Services
    San Diego, CA
  • 07/1997 → 06/2019
    Foresters Financial Services
    San Diego, CA
  • 03/2007 → Present
    Rental Property
    Bakersfield, CA
  • 05/2019 → Present
    Cetera Investment Services Llc
    San Diego, CA
  • 06/2019 → Present
    San Diego, CA
Previous Registrations
  • 2012-12-12 → 2019-06-25
    Foresters Advisory Services, Llc
    San Diego, CA
Other Businesses

1)NATIONAL CHARITY LEAGUE. PHILONTHROPIC VOLUNTEER FOR NON PROFIT IN SAN DIEGO. 2) RENTAL PROPERTY 100% OWNER. 3) WOMEN'S INITIATIVE CHAIR OF FINANCIAL PLANNING ASSOCIATION SAN DIEGO CHAPTER; ORGANIZING EVENTS GEARED TOWARDS WOMEN ADVISORS; 1 HR/WK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-07
S63 Uniform Securities Agent State Law Examination 1997-07-16
  • S65 Uniform Investment Adviser Law Examination
    2012-11-07
  • S63 Uniform Securities Agent State Law Examination
    1997-07-16
Designations
  • Certified Financial Planner
Other Names
  • Cheryl Johnson
  • Cousino Janel Cheryl
  • Cousino Janel Cheryl
  • Cheryl Janel Johnson

View on SEC IAPD

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