Julianne Marie Charlesworth

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

• 05/1984 → Present
  Triple J Mar Petroleum Inc
  Wanatah, IN
• 12/1992 → Present
  Julianne M Charlesworth
  Wanatah, IN
• 03/2001 → Present
  Residential And Farm Ground Rental
  Wanatah, IN
• 10/2005 → 09/2025
  Avantax Investment Services, Inc.
  Wanatah, IN
• 01/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Wanatah, IN
• 01/2018 → Present
  Hdvreps.cOm
  Wanatah, IN
• 01/2018 → Present
  J-Mar Transit, Llc
  Wanatah, IN
• 08/2019 → Present
  Charlesworth Properties Llc
  Wanatah, IN
• 02/2021 → 09/2025
  Avantax Advisory Services
  Wanatah, IN
• 01/2022 → Present
  Wealth Management Reps
  Valparaiso, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Valparaiso, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-04 → 2025-09-05
  Avantax Advisory Services
  Valparaiso, IN

Other Businesses

1) Charlesworth Financial Services, LLC 12789 S US 421~Wanatah~IN~46390~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2012~160hrs~100hrs~same as Julianne M. Charlesworth, only changed to LLC 2) Julianne M Charlesworth CPA 12789 S US 421~Wanatah~IN~46390~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/1992~100hrs~0hrs~cpa tax work, etc 4) Residential & Farm Ground Rentals US 421 & Bailey Road~Wanatah~IN~46390~Rental Property Owner/Management~Owner/Sole Proprietor~3/8/2002~1hrs~0hrs~deposit rent checks 5) Triple J - Mar Petroleum Inc 207 S. Ohio Street~Wanatah~IN~46390~Other~Secretary~1/1/1983~15hrs~0hrs~Consulting with other family members on major business decisions & tax related issues 6) J-Mar Transit, LLC 207 South Ohio Street~Wanatah~IN~46390~Other~Owner~1/1/2018~5hrs~5hrs~Payroll quarterlies, annual reports, bank recs, tax prep. 7) Charlesworth Properties LLC 12789 S US 421~Wanatah~IN~46390~Rental Property~Owner~8/1/2019~2hrs~2hrs~Receiving rent/paying bills/checking maintenance items 8) THE PENNSY DEPOT BANQUET ROOM POSITION: owner NATURE: This is a room at the facility owned by Charlesworth Properties (previously disclosed). We rent it out for meetings, showers, small parties, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/03/2020 ADDRESS: 2000 Comeford Road, Suite 1, Valparaiso IN 46383, United States DESCRIPTION: Showing the room to prospective rentees, invoicing, booking, cleaning. It is owned by Charlesworth Properties which has been previously disclosed. 9) CHARLESWORTH WOODS LLC POSITION: 50% owner of farm ground parcel NATURE: LLC formed with husband when a new piece of woods/farm ground was purchasd INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2023 ADDRESS: 12789 S US 421, Wanatah IN 46390, United States DESCRIPTION: paying real estate tax and insurance; collecting rents 10) WEALTH MANAGEMENT REPS POSITION: advisor NATURE: Pooled resources of Avantax Reps - successor to former HDVReps (changed name when HDVest changed their's) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 2000 Comeford Road, Suite 1, Valparaiso IN 46383, United States DESCRIPTION: Same as advisor roles 11)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: agent NATURE: insurance sales & clients services INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/06/2006 ADDRESS: 2000 Comeford Road, Suite 1, Valparaiso IN 46383, United States DESCRIPTION: insurance sales & clients services 12)SALEM UNITED CHURCH OF CHRIST POSITION: SoS says Director - I assist with quarterlies NATURE: The church where I attend on a regular basis. I was last on the Board in 2013. I do help with their accounting and payroll. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 302 South Main Street, Wanatah IN 46390, United States DESCRIPTION: The church where I attend on a regular basis. I was last on the Board in 2013. I do help with their accounting and payroll. 13) THE J-MART, INC. POSITION: Treasurer NATURE: Family business - convenience store. Owned 100% by my mother at this time. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/23/1987 ADDRESS: PO Box 31, Wanatah IN 46390, United States DESCRIPTION: Consulting on major expenditures, annual financial statements, tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-29
• S63 Uniform Securities Agent State Law Examination
  2005-10-27

Designations

• Personal Financial Specialist