Jessica Chatmon (CRD# 6615642) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clemmons, NC and has over 8 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farmasi | Summerfield, NC | Jan 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2019 - Current | 4 |
| Hmc Partners, LLC | Greensboro, NC | Jan 2019 - Current | 5 |
| Summit Financial Group | Greensboro, NC | Nov 2019 - May 2021 | 1 |
| Independent Advisor Alliance | Charlotte, NC | Feb 2018 - Nov 2019 | 1 |
| Lpl Financial | Greensboro, NC | Jan 2018 - Nov 2019 | 1 |
| Edward Jones | St Louis, MO | Feb 2016 - Jan 2018 | 1 |
| Unemployed | Greensboro, NC | Sep 2015 - Feb 2016 | < 1 |
| Quintiles Transnational | Greensboro, NC | Feb 2015 - Sep 2015 | < 1 |
| Caresouth Health System | Winston Salem, NC | Sep 2014 - Jan 2015 | < 1 |
| Cone Health System | Greensboro, NC | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NC
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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