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Jennifer Marie May

Cetera Investment Advisers LLC

Grand Rapids, MI

Grand Rapids, MI

CRD 4162471

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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 2023-01-12
MI RA APPROVED 2014-01-21
  • TX RA
    APPROVED
    Since 2023-01-12
  • MI RA
    APPROVED
    Since 2014-01-21

Branch Locations

4200 East Beltline, Grand Rapids, MI 49525 • United States

Grand Rapids, MI • 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
Cetera Investment Services Llc Ionia MI 06/2001 Present
Cetera Investment Advisers Llc Grand Rapids MI 01/2014 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-15
  • S63 Uniform Securities Agent State Law Examination
    2000-12-15
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Marie Fineis

View on SEC IAPD

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