Jennifer A. Harney-read

CETERA INVESTMENT ADVISERS LLC

Brookline, MA 02446

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CRD#: 4330546

Professional summary

Jennifer Alison Harney-read, CFP®, who also goes by Jennifer Alison Gould, Jennifer A Harney, Jennifer A Harney-read, Jennifer Read, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brookline, Massachusetts and CETERA ADVISORS LLC located in Brookline, Massachusetts.

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 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Alison Gould | Jennifer A Harney | Jennifer A Harney-Read | Jennifer Read

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: READ FAMILY TRUST INVESTMENT RELATED: NO ADDRESS: MANCHESTER, NH NATURE OF BUSINESS: REAL ESTATE START DATE: 08/2004 POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE (4) UNIT APARTMENT BUILDING- MAINTENANCE, UP-KEEP, AND COLLECT RENTS 2. NAME OF OTHER BUSINESS: JENNIFER HARNEY-READ INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: NOTARY FOR UNRELATED TO SECURITIES BUSINESS & UNPAID SERVICES 3. NAME OF OTHER BUSINESS: COOLIDGE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: PRESIDENT/ FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Alison Harney-read's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

November 28, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1309 Beacon St 2nd Floor, Brookline, MA 02446

RIA

CRD#: 105644

Brookline, MA

Current

November 27, 2024 - Present

CETERA ADVISORS LLC

Office #1: 1309 Beacon St 2nd Floor, Brookline, MA 02446

CRD#: 10299

Brookline, MA

Past

June 22, 2010 - December 2, 2024

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

BOSTON, MA

Past

June 21, 2010 - December 2, 2024

OSAIC INSTITUTIONS, INC.

CRD#: 35371

BOSTON, MA

Past

November 26, 2009 - March 18, 2010

EQUITY SERVICES, INC.

CRD#: 265

NEWTON, MA

Past

October 8, 2007 - April 28, 2009

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

January 13, 2005 - December 31, 2006

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

FRAMINGHAM, MA

Past

September 8, 2003 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

NATICK, MA

Past

September 2, 2003 - December 31, 2006

INVESTORS CAPITAL CORP.

CRD#: 30613

FRAMINGHAM, MA

Past

April 3, 2003 - September 4, 2003

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

March 21, 2002 - April 17, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 27, 2001 - March 22, 2002

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(11/27/2024)

California
(11/27/2024)

District of Columbia
(11/27/2024)

Iowa
(5/30/2025)

Maine
(3/14/2025)

Maryland
(11/27/2024)

Massachusetts
(11/27/2024)

IAR

Massachusetts
(12/16/2024)

Michigan
(11/27/2024)

New Hampshire
(11/27/2024)

New York
(11/27/2024)

Texas
(11/27/2024)

IAR

Texas
(11/28/2024)

Vermont
(11/27/2024)

Virginia
(11/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/22/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/9/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Jennifer A. Harney-read

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Alison Harney-read's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

EQUITY SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

CADARET, GRANT & CO., INC.

EQUITABLE ADVISORS, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/22/2002

Series 63

Date: 4/9/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2001

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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