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Jessica Lynne Wuerz

Cetera Investment Advisers LLC

Pearl River, NY

Newburgh, NY

CRD 4620635

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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
TX RA APPROVED_RES 2023-01-12
NY RA APPROVED 2021-04-12
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

1 Blue Hill Plaza, 7Th Floor Suite 4373, Pearl River, NY 10965 • United States

Newburgh, NY • 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 Financial Services Nanuet NY 11/2002 06/2019
Foresters Advisory Services, Llc Nanuet NY 08/2012 06/2019
Icb - Ameritas Nanuet NY 08/2018 Present
Cetera Investment Advisers Llc Pearl River NY 06/2019 Present
Cetera Investment Services Llc St Cloud MN 06/2019 Present
  • 11/2002 → 06/2019
    Foresters Financial Services
    Nanuet, NY
  • 08/2012 → 06/2019
    Foresters Advisory Services, Llc
    Nanuet, NY
  • 08/2018 → Present
    Icb - Ameritas
    Nanuet, NY
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Pearl River, NY
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-03-28
  • S63 Uniform Securities Agent State Law Examination
    2003-03-28
Other Names
  • Jessica Lynne Tomczyk
  • Jessica Lynne Wuerz
  • Jessica Lynne Tomczyk

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.

Nearby Investors

THOMAS MICHAEL MINGONE
JENNIFER LYNN SCHNALZER
CHRISTINE J HYLA

Nearby Offices

HIGHTOWER ADVISORS, LLC · Pearl River, NY
KEY INVESTMENT SERVICES LLC · PEARL RIVER, NY
OSAIC WEALTH, INC. · PEARL RIVER, NY

More in Pearl River, NY

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