Jean Elaine Huber

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

• 11/2011 → 12/2017
  Invest Financial Corp
  Tampa, FL
• 11/2011 → Present
  First Federal Savings & Loan Association Of Bath
  Boothbay Harbor, ME
• 01/2018 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 01/2018 → Present
  Cetera Investment Advisers
  Boothbay Harbor, ME

Previous Registrations

• 2011-11-18 → 2017-12-31
  Invest Financial Corporation
  Wiscasset, ME
  Damariscotta, ME
  Bath, ME
  Keene, NH
  Boothbay Harbor, ME
• 2007-11-29 → 2011-11-08
  Sorrento Pacific Financial, Llc
  Memphis, TN
  Newcastle, ME

Other Businesses

1) BRANCH MANAGER ALONG WITH CONSUMER AND MORTGAGE LENDING THROUGH FIRST FEDERAL SAVINGS & LOAN - 5HRS WK- 2) NOTARY PUBLIC - ACT AS NOTARY AT BANK FOR BANK DOCUMENTS ONLY - NEVER AUTHORIZED TO NOTARIZE CETERA DOCUMENTS 1HR WK 3) POWER OF ATTORNEY FOR SPOUSE MICHAEL S. HUBER AND MOTHER-IN-LAW SALLY A. HUBER -ACT AS POA IF NECESSARY <1HR WK. 5) BALLOT CLERK AT NOVEMBER ELECTION 8 HRS 2-3 TIMES YEAR, MONITORING VOTERS AND ASSIST WITH PROCESSING BALLOTS. 6) SALE OF QUILT ITEMS; 3 HRS/WK 7) OUTSIDE INSURANCE THROUGH FIRST FEDERAL SAVINGS & LOAN AND JBC 8) PERSONAL REPRESENTAIVE FOR THE ESTATE OF DIANNE LABRECK, SISTER

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-01-21
• S65 Uniform Investment Adviser Law Examination
  2007-10-09

Other Names

• Jean Elaine Cheney