Jaclyn Jin Hong

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

• 05/2019 → 11/2019
  Massmutual Insurance Company
  San Diego, CA
• 10/2019 → 11/2019
  Mml Investors Services, Llc
  San Diego, CA
• 02/2019 → 12/2019
  Lotus Benefits Corp.
  Simi Valley, CA
• 09/2014 → 12/2018
  University Of California San Diego
  San Diego, CA
• 09/2012 → Present
  Gwei-Jin Hong Cpa, Accountancy Corp
  North Ridge, CA
• 11/2020 → 03/2023
  Avantax Insurance Agency, Llc
  North Ridge, CA
• 11/2020 → 03/2023
  Avantax Investment Services, Inc.
  North Ridge, CA
• 11/2020 → 03/2023
  Avantax Advisory Services
  North Ridge, CA
• 12/2019 → 03/2020
  Gameplan Financial Aka Truchoice Financial Group
  Granada Hills, CA
• 03/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2023 → Present
  Cetera Investment Adivsers Llc
  Schaumburg, IL

Previous Registrations

• 2021-05-29 → 2023-03-15
  Avantax Advisory Services
  Chatsworth, CA
  Dallas, TX

Other Businesses

1) INSIGHT WEALTH AND INSURANCE SOLUTIONS, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR SALES OF HEALTH INSURANCE AND LIFE INSURANCE, 10H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 12/2019. 2) INSIGHT WEALTH AND INSURANCE SOLUTIONS, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT BUSINESS, SINCE 01/2023 3) NAME OF OTHER BUSINESS: INDIAN CREEK PARTNERS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: PARENTS PROPERTY, START DATE:01/2024, POSITION/TITLE/RELATIONSHIP: CHILD, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: HELP PARENTS WITH PHYSICAL LABOR/REPAIRS AT THEIR HOME OR RENTAL PROPERTIES; 4) NAME OF OTHER BUSINESS: BEARS PROPERTIES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: PARENTS PROPERTY, START DATE:01/2024, POSITION/TITLE/RELATIONSHIP: CHILD, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: HELP PARENTS WITH PHYSICAL LABOR/REPAIRS AT THEIR HOME OR RENTAL PROPERTIES;

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28

Other Names

• Jaclyn Hong