Jennifer Dawn Tibbs

Current Employers

Employment History

• 10/2015 → 09/2025
  Avantax Investment Services, Inc.
  Orland Park, IL
• 10/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Orland Park, IL
• 05/2017 → 11/2021
  Calvary Academy
  South Holland, IL
• 02/2018 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 05/2018 → Present
  Jennifer Tibbs Consulting
  Homewood, IL
• 04/2018 → Present
  Strategize Wealth Management Group Inc
  Orland Park, IL
• 01/2021 → Present
  Strategize Tax Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Joliet, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-13 → 2025-09-05
  Avantax Advisory Services
  Joliet, IL
  Frankfort, IL
  Orland Park, IL
  Homewood, IL
  Dallas, TX

Other Businesses

1) STRATEGIZE TAX LLC POSITION: tax preparer NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: I prepare taxes using a PTIN. I facilitate the processing of tax returns for the public and I assist with the collection of payment of tax return fees from the public. 2) JENNIFER TIBBS CONSULTING POSITION: Owner NATURE: consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2018 ADDRESS: 18300 Hood Ave, Homewood IL 60430, United States DESCRIPTION: I talk about and demonstrate to others how to approach teaching/ learning from a "discovery" method. I also spend time helping to build math curriculums. 3) JENNIFER D TIBBS POSITION: Owner/Sole Proprietor NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2015 ADDRESS: 15255 S. 94th Ave Suite 524, Orland Park IL 60462, United States DESCRIPTION: Operational and/or Marketing Name for Avantax Services 4) STRATEGIZE WEALTH MANAGEMENT GROUP INC POSITION: independent contractor NATURE: Provides financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2018 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: client meetings and paperwork preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-21
• S63 Uniform Securities Agent State Law Examination
  2015-12-22