JH
Jennifer J. Homman
CWM
Madison, WI 53718
Some features on this profile are disabled
CRD#: 4303375
JH
Professional summary
Jennifer Jean Homman, who also goes by Jennifer J Homman, Jennifer Jean Minick, is a registered financial advisor currently at CWM, LLC located in Madison, Wisconsin and CETERA INVESTMENT ADVISERS LLC located in Madison, Wisconsin.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jennifer has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer J Homman | Jennifer Jean Minick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 05/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND CROP INSURANCE 3. NAME OF OTHER BUSINESS: CROP PROTECTION GROUP, LLC INVESTMENT RELATED: NO ADDRESS: W3045 DOYLE RD RIO WI NATURE OF BUSINESS: CROP INSURANCE START DATE: 02/2011 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDE RISK PROTECTION TO CROP PRODUCERS THROUGH THE FEDERAL CROP INSURANCE PROGRAM AND PRIVATE HALL POLICIES 4. NAME OF OTHER BUSINESS: PRAIRIE RIDGE HEALTH, INVESTMENT RELATED: NO, ADDRESS: 1515 PARK AVENUE COLUMBUS, WI 53925,, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2019, POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS CHAIRMAN, APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES EXECUTIVE COMMITTEE MEMBER/ FINANCE COMMITTEE MEMBER PROVIDING GENERAL OVERSIGHT FOR A NON-PROFIT HEALTHCARE ORGANIZATION; 5. NAME OF OTHER BUSINESS: HOMMAN FARMS, LLC INVESTMENT RELATED: NO ADDRESS: W3045 DOYLE RD RIO, WI 53960 NATURE OF BUSINESS: FARM START DATE: 12/2013 POSITION/TITLE/RELATIONSHIP: LANDLORD / OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 6. NAME OF OTHER BUSINESS: CULTIVATE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: STATE OF WISCONSIN NOTARY, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARY, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THAN 1 HOUR PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE COMPLIMENTARY NOTARY SERVICES TO CLIENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Jean Homman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 18, 2018 - Present
CWM, LLC
Office #1: 5403 Eastpark Boulevard, Madison, WI 53718RIA
CRD#: 155344
Madison, WI
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5403 Eastpark Blvd, Madison, WI 53718RIA
CRD#: 105644
MADISON, WI
Current
July 18, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5403 Eastpark Blvd, Madison, WI 53718BD
CRD#: 13572
MADISON, WI
Past
July 18, 2018 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
June 25, 2001 - July 19, 2018
HARBOUR INVESTMENTS, INC.
RIA
CRD#: 19258
DEFOREST, WI
Past
February 14, 2001 - July 19, 2018
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
DEFOREST, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/18/2018)
RR
Michigan(7/18/2018)
RR
Minnesota(7/18/2018)
RR
South Carolina(7/18/2018)
IAR
Texas(7/18/2018)
RR
Wisconsin(7/18/2018)
IAR
Wisconsin(7/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
