Danielle Wilson Boutwell

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

• 07/2019 → 06/2024
  Queensborough National Bank And Trust
  Augusta, GA
• 04/2019 → 06/2019
  Morgan Stanley
  Augusta, GA
• 08/2016 → 12/2019
  Augusta University
  Augusta, GA
• 07/2019 → 06/2024
  Lpl Financial Llc
  Augusta, GA
• 06/2024 → Present
  Jlmk Llc Dba Noble Oak Financial
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Investment Services Inc.
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Augusta, GA
• 06/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Augusta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-24 → 2025-09-05
  Avantax Advisory Services
  Augusta, GA
  Dallas, TX
• 2020-11-12 → 2024-06-27
  Lpl Financial Llc
  Augusta, GA

Other Businesses

1) JLMK LLC DBA NOBLE OAK FINANCIAL POSITION: Director of Operations and Client Services NATURE: We offer investment planning, retirement planning, estate planning, tax planning, and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/17/2024 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: Schedule appointments, help clients with service request, ensure office is compliant, help prepare for meetingsATURE: selling insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/24/2024 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: meet with clients, find insurance product needs and provide best options 2) AUGUSTA ESTATE PLANNING COUNCIL POSITION: Secretary NATURE: The council provides continuing education seminars and networking opportunities throughout the year to local financial planners, accountants, and attorneys. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 720 St Sebastian Way, # 160, Augusta GA 30901, United States DESCRIPTION: As secretary, I help organize networking events and keep track of membership. I attend quarterly board meetings and quarterly events. 3) NOTARY PUBLIC POSITION: Notary Public NATURE: to notarize client documents when needed INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2025 ADDRESS: 147 Davis Road, STE B, Augusta GA 30907, United States DESCRIPTION: verifying the identity of signers to ensure authentic signatures

Exams

• S66 Uniform Combined State Law Examination
  2020-10-19

Other Names

• Danielle E Wilson
• Danielle E Wilson Boutwell
• Danielle Wilson Boutwell
• Danielle Elizabeth Wilson
• Danielle Wilson