Jennifer Jane Forsstrom

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

• 01/2013 → 04/2022
  First Financial Equity Corporation
  Scottsdale, AZ
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2022 → 04/2024
  Ffec Wealth Partners
  San Diego, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Ffec Wealth Partners
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: DOTERRA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ESSENTIAL OIL COMPANY START DATE: 02/2015 POSITION/TITLE/RELATIONSHIP: INDEPENDENT WELLNESS ADVOCATE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I TEACH OTHERS HOW TO USE ESSENTIAL OILS. 2. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2024 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2022-12-05

Other Names

• Jennifer Jane Schooler
• Jenni Jane Schooler
• Jenni Jane Forsstrom