Jennifer Ann Salvato

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

• 01/2013 → 11/2020
  First Allied Advisory Services, Inc (Stewardship Wealth)
  Brookshire, TX
• 05/2010 → Present
  Salvato Design Services
  Katy, TX
• 01/2013 → 09/2022
  First Allied Securities Llc
  San Diego, CA
• 11/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Brookshire, TX
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-04-18 → 2020-11-12
  First Allied Advisory Services, Inc.
  Brookshire, TX

Other Businesses

1.) STEWARDSHIP WEALTH; ASSISTANT; DBA; START DATE: 03/14/2017; 160 HOURS PER MONTH. 2.) STEWARDSHIP WEALTH; RSA; EDUCATION/TEACHING; START DATE 01/01/2018; 20 HOURS PER MONTH. 3.) NAME OF OTHER BUSINESS: HOLY COVENANT UNITED METHODIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 22111 MORTON RANCH ROAD KATY, TX 77449; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: WOMEN'S MINISTRY BOARD FINANCE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BALANCE THE BANK ACCOUNT, PAY EXPENSES AS NEEDED AND PROVIDE REPORTING MONTHLY AT BOARD MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2017-03-13

Other Names

• Jennifer Ann Graves