JD
Jennifer C. Dever
CETERA INVESTMENT ADVISERS LLC
LUBBOCK, TX 79424
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CRD#: 4451267
JD
Professional summary
Jennifer Coe Dever, AIF®, CFP®, who also goes by Jennifer Lee Coe, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lubbock, Texas and CETERA ADVISORS LLC located in Lubbock, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jennifer has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Lee Coe
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: PENNINGTON, BASS & ASSOCIATES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: COMPREHENSIVE FINANCIAL PLANNING
START DATE: 1/2011
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF TRADING HOURS PER WEEK: 32.5
POSITION/TITLE/RELATIONSHIP: CFP, CRC & AIF
BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
2.FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START NOVEMBER 2014, 5 HOURS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE.
3. NAME OF OTHER BUSINESS: UMC FOUNDATION BOARD
INVESTMENT RELATED: NO
ADDRESS: 602 INDIANA AVE LUBBOCK TX 79415
NATURE OF BUSINESS: FOUNDATION OF LOCAL HOSPITAL
START DATE: 12/2016
POSITION/TITLE/RELATIONSHIP: VOTING MEMBER OF BOARD
APX NUMBER OF HOURS PER WEEK: 2
APX NUMBER OF HOURS DURING TRADING HOURS: 2
BRIEF DESCRIPTION OF DUTIES: MEMBERSHIP COMMITTEE, ATTEND MEETINGS & FUNCTIONS
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Coe Dever'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®
CFP®
Start date: 2010
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12513 Quaker Avenue, Lubbock, TX 79424RIA
CRD#: 105644
LUBBOCK, TX
Current
January 1, 2004 - Present
CETERA ADVISORS LLC
Office #1: 7818 Orlando Ave, Lubbock, TX 79423BD
CRD#: 10299
Lubbock, TX
Past
January 4, 2011 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
LUBBOCK, TX
Past
August 12, 2003 - January 1, 2004
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
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(11/16/2017)
RR
Arkansas(1/31/2013)
RR
California(1/14/2011)
RR
Colorado(6/6/2014)
RR
District of Columbia(1/23/2018)
RR
Florida(1/23/2018)
RR
Georgia(1/23/2018)
RR
Idaho(4/23/2015)
RR
Illinois(5/9/2013)
RR
Kansas(6/10/2019)
RR
Kentucky(11/29/2016)
RR
Louisiana(5/24/2017)
RR
Maryland(8/2/2016)
RR
Massachusetts(10/20/2015)
RR
Michigan(11/17/2023)
RR
Minnesota(11/17/2023)
RR
Mississippi(2/24/2016)
RR
Missouri(3/3/2017)
RR
Nevada(11/29/2017)
RR
New Mexico(1/14/2011)
RR
New York(8/21/2012)
RR
North Carolina(7/31/2014)
RR
Ohio(1/23/2018)
RR
Oklahoma(8/9/2016)
RR
Oregon(3/27/2018)
RR
Rhode Island(1/14/2025)
RR
South Carolina(10/10/2016)
RR
Tennessee(5/1/2023)
RR
Texas(1/1/2004)
IAR
Texas(3/21/2024)
RR
Virginia(4/4/2017)
RR
Washington(11/15/2012)
RR
Wisconsin(7/31/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lubbock, TX 79424TRUST BUT VERIFY
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