Jennifer Rhine Dillee

Current Employers

Employment History

• 04/2016 → 10/2016
  Kestra Financial Services, Inc.
  Austin, TX
• 10/2016 → 02/2018
  Massmutual Financial Group
  Dallas, TX
• 03/2017 → 02/2018
  Mml Investors Services, Llc
  Dallas, TX
• 03/2018 → 02/2025
  Concourse Financial Group Securities Inc
  The Woodlands, TX
• 03/2018 → Present
  (Dba) Perkins Financial
  The Woodlands, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  The Woodlands, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-05 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  The Woodlands, TX
  Birmingham, AL
• 2017-03-25 → 2018-03-09
  Mml Investors Services, Llc
  Dallas, TX
  Amarillo, TX
• 2016-11-28 → 2017-03-25
  Msi Financial Services, Inc.
  Dallas, TX
  Amarillo, TX
• 2016-04-19 → 2016-10-31
  Kestra Advisory Services, Llc
  Amarillo, TX
• 2006-10-18 → 2016-09-22
  Kestra Investment Services, Llc
  Amarillo, TX
• 1999-04-30 → 2007-09-25
  Summit Financial Group
  Amarillo, TX

Other Businesses

(dba) PERKINS FINANCIAL; Investment Related; 26006 Budde Road, The Woodlands, TX 77380; Investment and Financial Services; Financial Professional; Start Date 03/2018; 50 hours per month with those 50 hours per month occurring during trading hours; During security trading hours, I advise clients and provide financial reports for my current and prospective clients. >> POA; Non-Investment Related; Residence; Other; Power of Attorney (POA); Start Date 06/2021; No hours per month; I hold power of attorney for my husband.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-07
• S63 Uniform Securities Agent State Law Examination
  1998-09-02

Other Names

• Jennifer R Dillee
• Jennifer Renae Rhine