Jennifer Louise Levesque

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

• 04/2016 → 07/2018
  Lbmz Securities Inc
  Chicago, IL
• 08/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Austin, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2010 → Present
  Himelick Financial Group Llc, Dba Himelick Financial Group
  Austin, TX

Other Businesses

1. NAME OF ENTITY:HIMELICK FINANCIAL GROUP; Yes; 7200 N Mopac Expy Ste 170; AUSTIN; TX; 78731; FINANCIAL SERVICES/DBA; REGISTERED PRINCIPAL/OSJ MANAGER; 7/23/2018; 160; 20; ASSIST JOSEPH HIMELICK IN SUPERVISING OUR BRANCH OFFICE AS WELL AS OPERATIONS RELATED TO EVERYDAY BUSINESS ACTIVITIES 2. NAME OF OTHER BUSINESS: JENNIFER LEVESQUE 9009 NORTH PLAZA UNIT 114 AUSTIN TX 78752; INVESTMENT RELATED: NO; ADDRESS: 9009 NORTH PLAZA; UNIT 114; AUSTIN; TX; 78752; NATURE OF BUSINESS: RENTAL ROOM; START DATE: 09/01/2021; POSITION/TITLE/RELATIONSHIP: HOMEOWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDING A ROOM FOR RENT; 3. NAME OF OTHER BUSINESS: HIMELICK FINANCIAL GROUP LLC, DBA HIMELICK FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2010, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2022-11-23
• S63 Uniform Securities Agent State Law Examination
  2016-10-31

Other Names

• Levesque Louise Jennifer