Jenna R Price

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

• 08/2012 → 11/2017
  Strathmoor Family Dentistry
  Louisville, KY
• 12/2017 → 03/2019
  Waystar
  Louisville, KY
• 04/2019 → 08/2020
  Southern Glazer's Wine & Spirits
  Louisville, KY
• 08/2020 → Present
  David Price
  Louisville, KY
• 06/2020 → 04/2021
  Cetera Advisor Networks
  El Segundo, CA
• 04/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2020 → Present
  Commonwealth Capital Management
  Louisville, KY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: DAVID PRICE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ADMINISTRATIVE WORK; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: PROVIDE AND ASSIST WITH ANY ADMINISTRATIVE DUTIES; 2. NAME OF OTHER BUSINESS: COMMONWEALTH CAPITAL MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: PROVIDE AND ASSIST WITH ANY ADMINISTRATIVE DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2022-04-08

Other Names

• Jenna Price