Jennifer Denise Faulconer

Current Employers

Employment History

• 08/2013 → 03/2023
  Cordell, Neher & Company, Pllc
  Wenatchee, WA
• 09/2022 → 09/2025
  Avantax Investment Services Inc.
  Wenatchee, WA
• 09/2022 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 08/2013 → Present
  Cordell, Neher & Company Pllc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-01-26 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA

Other Businesses

1) WENATCHEE VALLEY COLLEGE FOUNDATION POSITION: Board Member NATURE: I serve on the Board of Directors of the Wenatchee Valley College Foundation, a non-profit organization that raises funds to support the student body, faculty, and staff of Wenatchee Valley College. The student body is supported by scholarships and other funds raised to help the student pay for non-school expenses, such as rent, gas, and childcare. The faculty and staff is supported by funds to cover continuing education, seminars, and courses that enhance their professional knowledge, skills, and abilities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2022; 1300 Fifth St, Wenatchee WA 98801, Serve on the finance committee, including reviewing Foundation financial statements and providing oversight of Foundation finance activities. Reviewing the financial statements prepared by an external audit firm for accuracy and completeness. Providing general Foundation oversight and governance as part of the board at large. 2) CANCER CARE OF NCW POSITION: Advisory Member-Finance Committee NATURE: Cancer Care of NCW is a non-profit organization located in Wenatchee that provides a free or low-cost place for cancer patients currently undergoing treatment to stay while receiving treatments at Wenatchee area clinics. Typically users are from outlying areas, such as Omak, Winthrop, Moses Lake, etc. They also raise funds through donations and contributions to provide social support to those same patients for items such as food and gas assistance, or assistance with paying living costs such as rent and utilities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2017; 1708 Castlerock Ave, Wenatchee WA 98801, Meet twice per year to create and review operating and capital budget. This is the extent of my duties. 3) CORDELL, NEHER & COMPANY PLLC POSITION: CPA-Manager NATURE: I am a certified public accountant in a public accounting firm, assisting clients will tax preparation, financial statement audits, general consulting, and bookkeeping services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/12/2013 175 E. Penny Road, Suite 1, Wenatchee WA 98801, Prepare and review tax returns, prepare and review financial statements for attest clients, assist clients with general accounting needs, providing bookkeeping services, including payroll processing. 4) CNC FINANCIAL GROUP POSITION: Referring Representative NATURE: Investment Advisory Services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/26/2023; 175 E. Penny Road, Suite 1, Wenatchee WA 98801, Provide investment advice in conjunction with CNCFG personnel and make sure that investment strategy is in line with tax strategy.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-26

Other Names

• Jennifer D Babcock
• Jennifer Babcock
• Jennifer Denise Henley
• Jennifer Denise Faulconer
• Jennifer D Faulconer
• Jennifer D Henley
• Jennifer Faulconer
• Jennifer Denise Babcock