JZ
Jessica A. Zifer
CETERA INVESTMENT ADVISERS LLC
San Diego, CA 92122
Some features on this profile are disabled
CRD#: 4963848
JZ
Professional summary
Jessica Ann Zifer, who also goes by Jessica A Gilton, Jessica A Zifer, Jessica A. Zifer, Jessica Ann Zifer, Jessica A Zifer Gilton, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Diego, California and CETERA WEALTH SERVICES, LLC located in San Diego, California.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica A Gilton | Jessica A Zifer | Jessica A. Zifer | Jessica Ann Zifer | Jessica A Zifer Gilton
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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2007 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: LOVE RIPON INVESTMENT RELATED:NO ADDRESS: 734 W MAIN STREET, RIPON, CA 95366 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 1/2020 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: COMMUNITY SERVICE, PUBLIC RELATIONS, FUNDRAISING, SCHOLARSHIP COMMITTEE; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2025 POSITION/TITLE/RELATIONSHIP: FINANCIALPROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: SECURITIES, INSURANCE AND PLANNING BUSINESS; 4. NAME OF OTHER BUSINESS: SAN JOAQUIN COUNTY REGISTRAR OF VOTERS; INVESTMENT RELATED: NO; ADDRESS: 2000 JACKSON AVENUE ESCALON, CA 95320; NATURE OF BUSINESS: ELECTION SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: INSPECTOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: WORKING A POLLING PLACE, OVERSEES THIS PARTICULAR POLLING PLACE, SETUP AND TAKE DOWN OF EQUIPMENT, SIGNAGE, FOR POLL OPENING AND CLOSING, TRAINING ;
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Ann Zifer'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 27, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: Ten Governor 5075 Shoreham Pl Suite 260, San Diego, CA 92122RIA
CRD#: 105644
San Diego, CA
Current
August 27, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: Ten Governor 5075 Shoreham Pl, Suite 260, San Diego, CA 92122BD
CRD#: 13572
San Diego, CA
Past
January 9, 2024 - May 1, 2025
THE SALVETTI GROUP
RIA
CRD#: 324974
Stockton, CA
Past
May 14, 2014 - January 25, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MANTECA, CA
Past
May 9, 2014 - January 25, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MANTECA, CA
Past
September 17, 2013 - February 27, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN JOSE, CA
Past
September 17, 2013 - February 27, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN JOSE, CA
Past
January 5, 2010 - May 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LONG BEACH, CA
Past
January 5, 2010 - May 9, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LONG BEACH, CA
Past
October 27, 2006 - December 21, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
LONG BEACH, CA
Past
May 19, 2006 - December 21, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
LONG BEACH, CA
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
California(8/27/2025)
IAR
California(8/27/2025)
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
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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.
