Jennifer Winchell

Current Employers

Employment History

• 03/2001 → Present
  Jim Durham Cpa
  Nashville, TN
• 08/2005 → 09/2025
  Avantax Investment Services, Inc.
  Nashville, TN
• 03/2001 → Present
  Jim R Durham Cpa Pllc
  Nashville, TN
• 01/2020 → Present
  Jim R Durham Cpa - Bill Pay / Check Signing Services
  Nashville, TN
• 12/2021 → 09/2025
  Avantax Advisory Services
  Nashville, TN
• 01/2023 → Present
  Winchell Cpa & Advisory Services Pllc
  Nashville, TN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Nashville, TN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-12-22 → 2025-09-05
  Avantax Advisory Services
  Nashville, TN

Other Businesses

1) Jim R Durham CPA PLLC~'NIR'~171 Belle Forest Cir~Nashville~TN~37221~Tax Preparation/Accounting~Partner/General Partner~3/1/2001~40hrs~0hrs~Accounting, Bookkeeping, Tax Preparation Services| 2) JIM R DURHAM CPA - BILL PAY / CHECK SIGNING SERVICES: POSITION: Partner CPA NATURE: My firm offers bookkeeping services that include paying bills from the clients bank account. I will print the check using the customer's accounting software, sign the check as an authorized signer on the client's bank account and mail to the appropriate payee as they are due. The client gets a detailed report each month of all payments disbursed. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 171-B Belle Forest Circle, Nashville TN 37221, United States DESCRIPTION: Record Accounts Payable Bills in Customer Accounting software Print checks to pay bills as they become due Sign checks Mail checks to payee 3) JAYCEE PROPERTIES LLC POSITION: Partner NATURE: Real Estate Ownership and Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1800 ADDRESS: 7306 Cold Harbor Ct, Fairview TN 37062, United States DESCRIPTION: I am 50% partner with no specific responsibilities. I currently pay the bills, collect rents, and prepare the tax return for the partnership. 4) WINCHELL CPA & ADVISORY SERVICES PLLC POSITION: Owner NATURE: We are a registered Certified Public Accounting Firm in Nashville, TN. We provide accounting, tax and financial consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 25 START DATE: 01/02/2023 ADDRESS: 171 Belle Forest Circle, Ste B, Nashville TN 37221, United States DESCRIPTION: Managing Principal / Owner Supervise and train staff Review staff work Meet with clients and provide advice Prepare individual and business tax returns Prepare business financial statements QuickBooks Accounting Data Review and Adjustments Invoice and Pay Bills for Certain Clients 5) WINCHELL CPA & ADVISORY SERVICES BILL PAY/CHECK SIGNING POSITION: Principal Owner NATURE: My firm offers bookkeeping services that include paying bills from the clients bank account. Either my staff or myself will print the check using the firm accounting software. I will review and sign the check as an authorized signer on the client's bank account and mail to the appropriate payee as they are due. The client gets a detailed report each month of all payments disbursed. My CPA firms Bill Pay and check writing services are only for CPA clients and not for investment clients.? INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2023 ADDRESS: 171-B Belle Forest Circle, Ste B, Nashville TN 37221, United States DESCRIPTION: Record Accounts Payable Bills in Customer Accounting software. Print checks to pay bills as they become due. Sign checks. Mail checks to payee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-31

Designations