Jane Rothe Weekley

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

• 10/2003 → Present
  Aspect Wealth Management
  San Antonio, TX
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: DBA: ASPECT WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS BRANCH, NATURE OF BUSINESS: WEALTH MANAGEMENT FOR CLIENTS OF FIRM, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, START DATE: 10/2003, APPROX. NUMBER OF HOURS PER MONTH: 180, APPROX. NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES OFFERED THROUGH THE FIRM;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-12
• S63 Uniform Securities Agent State Law Examination
  1999-02-04

Other Names

• Jane Marie Rothe
• Jane M Weekley