Jennifer Erin San Fillippo

Current Employers

Employment History

• 03/2007 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 06/2023
  Cetera Advisors Llc
  Brookfield, WI
• 06/2023 → Present
  Kestra Investment Services, Llc
  Pewaukee, WI
• 06/2023 → Present
  Kestra Avisory Services, Llc
  Pewaukee, WI

Previous Registrations

• 2020-11-12 → 2023-06-16
  Cetera Investment Advisers Llc
  Brookfield, WI
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Brookfield, WI
  Brookfield, WI
• 2018-01-10 → 2020-06-15
  Lakeside Wealth Management Group, Llc
  Brookfield, WI
  Chesterton, IN
• 2009-12-07 → 2012-07-02
  First Allied Securities, Inc.
  Brookfield, WI
  Brookfield, WI
  Brookfield, WI
• 2004-01-22 → 2007-01-16
  Wells Fargo Clearing Services, Llc
  Waukesha, WI
  Waukesha, WI

Other Businesses

Business Name: SAN FILLIPPO CONSULTING, LLC POSITION: owner NATURE: holding company for tax reasons INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: N31W29887 Woodridge Circle, Pewaukee WI 53072 DESCRIPTION: none Business Name: LAKEVIEW WEALTH STRATEGIES LLC POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2023 ADDRESS: 155 S. Executive Drive, Suite TBD, Brookfield WI 53005 DESCRIPTION: is my DBA for kestra business Business Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/15/2023 ADDRESS: 5707 Southwest Pkwy, bldg 2 suite 400, austin TX 78735 DESCRIPTION: advisory services to clients

Exams

• S66 Uniform Combined State Law Examination
  1998-05-26

Other Names

• Jennifer Erin Trudgeon
• Jennifer Erin Trudgeon
• Jennifer Payant
• Jennifer Erin Payant