Jacqueline Ann Mayer

Current Employers

Employment History

• 09/2009 → 03/2022
  Lpl Financial, Llc
  San Jose, CA
• 03/2022 → 09/2025
  Avantax Investment Services, Inc.
  Campbell, CA
• 03/2022 → 09/2025
  Avantax Advisory Services
  Campbell, CA
• 03/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Campbell, CA
• 01/2020 → Present
  Mayer & Associates Advisory Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Campbell, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-03 → 2025-09-05
  Avantax Advisory Services
  Campbell, CA
  Portola Valley, CA
• 2009-09-08 → 2022-03-30
  Lpl Financial Llc
  San Jose, CA
  Menlo Park, CA
  Menlo Park, CA
• 1997-07-08 → 2013-12-10
  Mayer, Moll & Associates
  San Jose, CA
• 2009-04-08 → 2009-09-08
  Associated Securities Corp.
  Menlo Park, CA
  San Jose, CA
  Boston, MA
• 2008-04-08 → 2009-04-09
  Fsc Securities Corporation
  San Jose, CA
  San Jose, CA

Other Businesses

1)JY WEALTHCARE, LLC POSITION: rent downstairs suite NATURE: We rent an office suite on the second floor from Johanson & Yau. We are not affiliated with Johanson & Yau nor Elier Peraza in any way. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2022 ADDRESS: 42 W Campbell Avenue, STE 301, Campbell CA 95008, United States DESCRIPTION: Our only responsibility is to pay monthly rent 2)Mayer & Associates Advisory LLC; Manager; Financial Planning, Investment and Insurance Advisory; IR; 130; 01/01/2020; 42 West Campbell Ave Campbell CA 95008; Meeting with clients, managing relationships with Third Party Investment Managers, providing financial planning advice to clients, interfacing with client's other professional advisors, marketing

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-22

Designations