Jeanne M Helmar

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

• 05/2014 → Present
  Joseph J Ochotny Jr. Cpa
  North Wales, PA
• 10/2014 → 09/2025
  Avantax Investment Services, Inc.
  North Wales, PA
• 10/2014 → 09/2025
  Avantax Advisory Services
  North Wales, PA
• 10/2014 → 09/2025
  Avantax Insurance Agency Llc
  North Wales, PA
• 01/2023 → Present
  Harmony Wealth Management
  Lansdale, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lansdale, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-10-28 → 2025-09-05
  Avantax Advisory Services
  Lansdale, PA
• 2013-09-27 → 2014-05-09
  Avantax Advisory Services
  Schwenksville, PA
• 2010-12-02 → 2013-04-09
  Cambridge Investment Research Advisors, Inc.
  Harleysville, PA
• 2007-01-25 → 2010-12-06
  Avantax Advisory Services
  Harleysville, PA

Other Businesses

1) PERKIOMEN TOWNSHIP PARKS & RECREATION COMMITTEE; POSITION: Committee Member NATURE: Serving as a committee member for my township's parks & rec committee. Will attend meetings, review proposals for projects, and participate in events held by parks & rec. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2022; 1 Trappe Rd, Collegeville PA 19426, US; participate in meeting, review proposals and ideas for parks, collaborate with committee on projects. 2) JOSEPH J OCHOTNY JR. CPA; POSITION: Assistant NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2014; PO Box 927, Lansdale PA 19446, US; Accounting, bookkeeping, tax preparation and payroll. 3) OCHOTNY WEALTH MANAGEMENT; POSITION: Advisor NATURE: financial Planning, investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2014; 1816 West Point Pike, Suite 122, Lansdale PA 19446, US; Operational and or Marketing Name for Avantax Services. 4) HARMONY WEALTH MANAGEMENT POSITION: Owner, Financial Advisor NATURE: DBA name for financial planning/wealth management associated with relationship with Avantax. New DBA name being announced to public on 1/1/23. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2023 ADDRESS: 1816 West Point Pike, Suite 122, Lansdale PA 19446, United States DESCRIPTION: owner, financial advisor, manager, financial planner, investment advisor, etc. 5) ROCKSTAR ROLLER DERBY POSITION: League Member NATURE: Roller derby league, 501c3 organization. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2015 ADDRESS: 1816 West Point Pike, Suite 122, Lansdale PA 19446, United States DESCRIPTION: league member participating in practices, bouts, skating events, and charity events. 6) NAME OF OTHER BUSINESS: CHILDREN'S BOOKS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: CHILDREN'S BOOKS; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BOOK TITLES ARE "DO BLUEBERRY WAFFLES MAKE BLUEBERRY BUBBLES?" & "HOW TO SHIP A GIRAFFE";

Exams

• S66 Uniform Combined State Law Examination
  2006-11-11

Designations

• Certified Financial Planner

Other Names

• Jeanne M Rogovin
• Jeanne M Rogovin