Jennifer Lynn Scholfield

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 → 09/2022
  First Allied Securites, Inc.
  San Diego, CA
• 11/2011 → Present
  Scholfield Wealth Management
  Durango, CO
• 10/2013 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Bella Vista, AR
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-09 → 2020-11-12
  First Allied Advisory Services, Inc.
  Durango, CO

Other Businesses

1.) SCHOLFIELD WEALTH MANAGEMENT; PARTNER; DBA; START DATE 02/15/2013; 160 HRS. PER MONTH. 2.) SCHOLFIELD FISHING;PARTNER;RETAIL SALES/STORE; START DATE 02/18/2013; 20 HRS. PER MONTH. 3.) JENNIFER SCHOLFIELD ART; ARTIST; START DATE 12/15/2013; 4 HOURS PER MONTH. 4.) JENNIFER SCHOLFIELD CONSULTING; CONSULTANT; CONSULTING; START DATE 07/09/2014; 10 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-24
• S63 Uniform Securities Agent State Law Examination
  2012-08-24

Other Names

• Jennifer Lynn Myers
• Jen Myers
• Jen Scholfield