Jenna Price (CRD# 7268658) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Louisville, KY and has 1 year of experience in the finance industry.
CRD# 6729610
Ameriprise Financial Services, LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2021 - Current | 2 |
| David Price | Louisville, KY | Aug 2020 - Current | 3 |
| Commonwealth Capital Management | Louisville, KY | Aug 2020 - Current | 3 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2020 - Apr 2021 | < 1 |
| Southern Glazer's Wine & Spirits | Louisville, KY | Apr 2019 - Aug 2020 | 1 |
| Waystar | Louisville, KY | Dec 2017 - Mar 2019 | 1 |
| Strathmoor Family Dentistry | Louisville, KY | Aug 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- KY
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Total Assets Under Management33,356MILLIONS
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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