Jennifer L Connolly

Current Employers

Employment History

• 12/2015 → 12/2021
  Rotz & Stonesifer, Pc
  Chambersburg, PA
• 03/2018 → 10/2019
  1St Global Capital Corp.
  Chambersburg, PA
• 03/2018 → 10/2019
  1St Global Advisors Inc.
  Chambersburg, PA
• 01/2022 → 06/2024
  Rkl Wealth Management Llc
  Lancaster, PA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Phoenixville, PA
• 06/2024 → 09/2025
  Avantax Investment Services, Llc
  Phoenixville, PA
• 06/2024 → Present
  Johanson & Yau
  Campbell, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-28 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Perkiomenville, PA
  Campbell, CA
• 2022-01-20 → 2024-07-01
  Rkl Private Wealth
  Lancaster, PA
• 2019-10-25 → 2021-12-31
  Avantax Advisory Services
  Irving, TX
• 2018-07-02 → 2019-10-25
  1St Global Advisors Inc
  Chambersburg, PA

Other Businesses

1) JOHANSON & YAU POSITION: Wealth Advisor NATURE: Comprehensive financial planning services to current and prospective clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2024 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I am one of the financial planners/investment advisors at Johanson & Yau? 2) RENTAL PROPERTY POSITION: Owner NATURE: I have purchased a second home which I plan to utilize as a rental property / 12 month lease agreement with tenant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 37 Young Circl, Albrightsville PA 18210, United States DESCRIPTION: I will act as the owner and landlord of this property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-24
• S66 Uniform Combined State Law Examination
  2018-07-02

Other Names

• Jennifer Lynn Cody
• Jenn Connolly