Jamie Lynn Tischner

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

• 12/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Naples, FL
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 05/2018 → 10/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2018 → 10/2021
  Suncoast Credit Union
  Tampa, FL
• 10/2021 → 03/2023
  Newport Group Securities, Inc.
  Lake Mary, FL
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Advisors
  Greenwood Village, CO
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-12-16 → 2023-03-20
  Newport Group Consulting, Llc
  Lake Mary, FL
  St. Petersburg, FL
• 2018-06-26 → 2021-10-08
  Cuna Brokerage Services, Inc.
  Fort Myers, FL
  Tampa, FL
  Fort Myers, FL
  Labelle, FL
  Cape Coral, FL
  Labelle, FL
  West Fort Myers, FL
  Port Charlotte, FL
• 2017-07-10 → 2018-05-07
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Naples, FL
  Naples, FL
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-07
• S63 Uniform Securities Agent State Law Examination
  2015-11-12

Other Names

• Jamie Tischner