Jarren Elijah Mcniesh

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

• 08/2021 → Present
  Starbucks
  Puyallup, WA
• 03/2018 → 03/2019
  Bobaup
  Seattle, WA
• 05/2017 → 09/2018
  Ticor Title
  Federal Way, WA
• 06/2015 → 12/2016
  B.A.S.E Daycare
  Spanaway, WA
• 01/2022 → Present
  Keller Williams
  Puyallup, WA
• 08/2022 → 09/2025
  Avantax Investment Services Inc.
  Auburn, WA
• 08/2022 → 09/2025
  Avantax Advisory Services
  Auburn, WA
• 05/2014 → 06/2018
  Bethel High School
  Spanaway, WA
• 06/2018 → 07/2022
  University Of Washington
  Seattle, WA
• 08/2022 → 02/2023
  Hillard Wealth Services Inc.
  Auburn, WA
• 08/2022 → Present
  Hillard Wealth Service Inc
  Auburn, WA
• 08/2022 → Present
  Hillard Wealth Service Inc
  Auburn, WA
• 12/2022 → Present
  Tax Professionals Etc
  Auburn, WA
• 05/2025 → Present
  Annuity Sales
  Auburn, WA
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Auburn, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Auburn, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-01-20 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Auburn, WA
  Puyallup, WA

Other Businesses

1) HILLARD WEALTH SERVICE INC POSITION: Financial Advisor NATURE: income tax, financial consulting, wealth management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 08/11/2022 ADDRESS: 212 1st ST NE, Auburn WA 98002, United States DESCRIPTION: clerical work, income tax, investment advice, investment management, customer communication, filing paperwork, setting appointments. 2) TAX PROFESSIONALS ETC POSITION: TAX PREPARER NATURE: A tax preparer is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client's return. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2022 ADDRESS: 212 1st st ne, auburn WA 98002, United States DESCRIPTION: my duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS. I also inform clients or employers on the tax preparation process, collect relevant financial records, including pay stubs and income statements, input data from financial records into tax return software or databases, use applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return, complete and file tax documents with appropriate agencies like the IRS, state and local government entities. 3) ANNUITY SALES POSITION: Agent NATURE: As a financial advisor I recommend different products in portfolios based on client goals, risk tolerance, and liquidity needs. Sometimes I recommend annuities to clients where it fits best INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/29/2025 ADDRESS: 2020 A St SE, Auburn WA 98002, United States DESCRIPTION: I research different annuities and compare performance and characteristics to find unique ways to protect client assets while engaging in the market.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Jarren E Mcniesh
• Jarren Mcniesh