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Jessica Callahan

Cetera Investment Advisers LLC

Columbia, CT

CRD 4064315

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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
CT RA APPROVED 2023-06-29
  • CT RA
    APPROVED
    Since 2023-06-29

Branch Locations

Columbia, CT • 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
Directed Services, Llc Windsor CT 01/2014 06/2021
Voya Windsor CT 09/2014 06/2021
Voya Financial Advisors Windsor CT 09/2014 06/2021
Voya Retirement Advisors Windsor CT 09/2014 09/2016
Voya Financial Partners Windsor CT 09/2014 06/2021
Voya America Equities Windsor CT 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 10/2021 Present
Unemployed Columbia CT 06/2021 10/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Cetera Advisors Llc Greenwood Village CO 02/2025 Present
Cetera Financial Specialists Llc Schaumburg IL 04/2026 Present
Cetera Investment Services Llc St Cloud MN 04/2026 Present
  • 01/2014 → 06/2021
    Directed Services, Llc
    Windsor, CT
  • 09/2014 → 06/2021
    Voya
    Windsor, CT
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Windsor, CT
  • 09/2014 → 09/2016
    Voya Retirement Advisors
    Windsor, CT
  • 09/2014 → 06/2021
    Voya Financial Partners
    Windsor, CT
  • 09/2014 → 06/2021
    Voya America Equities
    Windsor, CT
  • 10/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2021 → 10/2021
    Unemployed
    Columbia, CT
  • 06/2023 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 02/2025 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 04/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2022-02-18
Other Names
  • Jessica Ann Girouard
  • Jessica Ann Callahan

View on SEC IAPD

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