Jennifer Ann Giacalone

Current Employers

Employment History

• 01/1983 → Present
  Hazard Finanical
  Lomita, CA
• 03/2010 → Present
  Penisula Equity
  Lomita, CA
• 06/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lomita, CA
• 03/2010 → Present
  C2 Financial Corporation
  San Diego, CA
• 01/1983 → Present
  Hazard Financial
  Lomita, CA
• 01/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Lomita, CA
• 03/2010 → Present
  C2 Financial Corporation
  San Diego, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lomita, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-02 → 2025-09-05
  Avantax Advisory Services
  Lomita, CA
  Dallas, TX

Other Businesses

1) Hazard Financial~'NIR'~25124 Narbonne Avenue, Suite 205~Lomita~CA~90717~Accounting Services/Tax Preparation~Employee~1/1/1983~128hrs~98hrs~Human Resource management. Payroll and benefits processing. Implementing and updating compensation programs; developing annual budgeting for payroll, taxes and 401K match. 2) C2 Financial Corporation~'NIR'~10509 Vista Sorrento Parkway, Suite 200~San Diego~CA~92121~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Independent Contractor~3/12/2010~8hrs~4hrs~I am licensed through the California Bureau of Real Estate, National Mortgage Licensing System and sponsored by C2 Financial Corporation to originate mortgage loans exclusively for them. As a Real Estate Salesperson, I have no decision on lending, securing credit or funding in any capacity. All loans generated are directly funded through the wholesale lending channel. I do not loan personal/partnership funds in any manner. 3) LAKESHORE, LLC POSITION: 16.665% Partner NATURE: Short term real estate rental INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2021; ADDRESS: 25124 Narbonne Ave., Suite 205, Lomita CA 90717; Communicate with property management company and Homeowners Association. Responsible for upkeep and purchases for property. 4) NAME OF OTHER BUSINESS: SUCCESOR TRUSTEE FOR CLIENT ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED BUSINESS ADDRESS ; NATURE OF BUSINESS: NON FML -TRUST ; START DATE: 6/2/2026 ; POSITION/TITLE/RELATIONSHIP: SUCCESOR TRUSTEE ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES:NO CURRRENT AUTH OR RESP AT THIS TIME, UPON THE DEATH OF DONOR, DUTIES WILL BE LMTD TO ADMIN & COORDINATING ANY TAX AND ADMI MATTERS;

Exams

• S66 Uniform Combined State Law Examination
  2019-12-13
• S63 Uniform Securities Agent State Law Examination
  1995-08-25

Other Names

• Jennifer A Giacalone
• Jennifer A Hazard