Jennifer Robin Rose

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

• 05/2011 → Present
  Rose Tax & Financial
  West Dundee, IL
• 05/2015 → 09/2025
  Avantax Investment Services, Inc
  West Dundee, IL
• 05/2015 → 09/2025
  Avantax Advisory Services
  West Dundee, IL
• 05/2018 → Present
  Noetic Nomads
  West Dundee, IL
• 05/2020 → Present
  Jenya Rose
  Cedar Crest, NM
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-06-03 → 2025-09-05
  Avantax Advisory Services
  West Dundee, IL
  Cedar Crest, NM
• 2014-07-30 → 2014-12-02
  Transamerica Financial Advisors, Llc
  Hoffman Estates, IL

Other Businesses

1) Rose Tax & Financial~'NIR'~605 Edwards Ave~West Dundee~IL~60118~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/2011~160hrs~120hrs~Provide accounting and tax preparation services. 2) Noetic Nomads~'NIR'~605 Edwards Ave~West Dundee~IL~60118~Other~Owner~5/14/2018~40hrs~40hrs~I will be in videos, talk to people, invite people to events (online and live) and sell health and wellness products. 3) JENYA ROSE POSITION: Owner NATURE: I produce and sell art and crafts, I'm writing and illustrating a book, I sell cross stitch charts, I sell painted Needlepoint canvases and other arts and crafts. Some are sold on Etsy. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/20/2020 ADDRESS: 8 PINON AVE, CEDAR CREST NM 87008, United States DESCRIPTION: Making art, crafts, writing a book, talking about arts and crafts online. Also sharing crafting how-to videos.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-26
• S63 Uniform Securities Agent State Law Examination
  2010-10-19

Other Names

• Jenya Rose
• Jennifer Rose
• Jenya Robin Rose
• Jenya Rose