Jenae Niko Hall

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

• 04/2011 → 01/2025
  Benchmark Wireline Products
  Simonton, TX
• 03/2024 → Present
  Optimum Wealth Paso
  Paso Robles, CA
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → 09/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: OPTIMUM WEALTH PASO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2024 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: ASSIST ADVISOR BY PERFORMING ADMINISTRATIVE DUTIES INCLUDING BUILDING ACCOUNTS, UPDATING CLIENT INFORMATION AND OTHER OPERATIONAL TASKS;

Exams

• S66 Uniform Combined State Law Examination
  2025-01-25

Other Names

• Jenae Sonne Niko