JB
Jeannette Byrd
CETERA INVESTMENT ADVISERS LLC
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 4911509
JB
Professional summary
Jeannette Byrd, who also goes by Jeannette Richmond, Jeannette Wages, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Winter Park, Florida and CETERA WEALTH SERVICES, LLC located in Winter Park, Florida.
Jeannette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeannette has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeannette Richmond | Jeannette Wages
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) BRYANT CONSULTING INVESTMENT MANAGEMENT LLC; INVESTMENT RELATED: Yes 2) CSSC INVESTMENT ADVISORY SERVICES, INC.; INVESTMENT RELATED: Yes 3) RICHBYRD MEDICAL, LLC - MEMBER; SMART PROFESSIONAL RESOURCES - MEMBER; LITIGISTICS - OWNER; RICHARDBYRD GATOR, LLC NON INVESTMENT RELATED 1770 SPRUCE AVENUE WINTER PARK FL 32789, RENTAL PROPERTY, MEMBER, 3/13/12, 2 HRS/MONTH, PROPERTY MANAGEMENT 4) RICHBYRD TENNESSEE LTD POSITION: Partner NATURE: Part Owner of Amusement Park INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/19/2005 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: Bookkeeping 5) BYRD & ASSOCIATES, LLC POSITION: Member NATURE: CPA Firm and wealth management firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/06/2005 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, DESCRIPTION: Owner, CPA and referring financial advisor 6) RICHBYRD BEACH, LLC POSITION: Member NATURE: Owns Condo for family use only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2006 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: Bookkeeping 7) RICHBYRD MOUNTAIN POSITION: Member NATURE: Owns two vacant lots in Tennessee INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2006 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: None 8) RICHBYRD HOLDINGS LLC POSITION: Member NATURE: Holding company for personal investments with spouse - no assets are currently held in this company. It is an inactive shell company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2005 ADDRESS: 1770 Spruce Avenue, Winter Park FL 32789, DESCRIPTION: No duties - there is no activity in this company. 9) JTB INVESTMENTS ENTERPRISES LLC POSITION: 25% Owner joint with spouse NATURE: LLC solely owns stock in one bank. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2007 ADDRESS: 3125 Hanover, Dallas TX 75225, DESCRIPTION: No duties. 10) PARK WEALTH PARTNERS, LLC POSITION: Member NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/05/2019 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, DESCRIPTION: Referring agent. 11) BYRD & ASSOC - BILL PAYING SERVICES POSITION: Controller NATURE: Sign check for three clients that my CPA Firm provides bill paying services for. The three clients are Byrd Campbell PA (husband's law firm), BC Davenport, and Gilmore Products. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 180 N Park Ave, Suite 2A, Winter Park FL 32789, DESCRIPTION: Check signing is provided as a convenience to the owners. All bills that are paid are expressly approved by members of the companies. 12) RICHBYRD ADAMS VENTURES, LLC POSITION: Investor NATURE: New entity owned 50% by daughter and son-in-law and 50% by my husband and I. Entity will be used to purchase land, build houses and sell houses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2025 ADDRESS: 180 N Park Ave, Suite 2A, Winter Park FL 32789 DESCRIPTION: My duties will be as a passive investor. My daughter and son-in-law will actively work in the business. 13) RICHBYRD ADAMS PROPERTIES, LLC POSITION: Investor NATURE: New entity owned 50% by daughter and son-in-law and 50% by my husband and I. Entity will be used to purchase/build properties to hold as rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2025 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789 DESCRIPTION: My duties will be as a passive investor. My daughter and son-in-law will actively work in the business.
CRS (Client Relationship Summary) - RIA
Click below to view Jeannette Byrd'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
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 180 Park Avenue North Suite 2a, Winter Park, FL 32789RIA
CRD#: 105644
Winter Park, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 180 Park Avenue North Suite 2a, Winter Park, FL 32789BD
CRD#: 13572
WINTER PARK, FL
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
WINTER PARK, FL
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WINTER PARK, FL
Past
October 16, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
WINTER PARK, FL
Past
September 25, 2018 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
WINTER PARK, FL
Past
March 21, 2007 - August 13, 2018
CSSC BROKERAGE SERVICES, INC.
BD
CRD#: 141630
WINTER PARK, FL
Past
March 7, 2006 - September 4, 2018
TRUSTEE EMPOWERMENT & PROTECTION, INC.
RIA
CRD#: 108249
WINTER PARK, FL
Past
November 22, 2005 - March 21, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
WINTER PARK, FL
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
IAR
Florida(8/15/2025)
RR
Florida(9/5/2025)
RR
Minnesota(9/5/2025)
Exams
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.
