JW
Jennifer Winchell
CETERA INVESTMENT ADVISERS LLC
NASHVILLE, TN 37221
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CRD#: 5028192
JW
Professional summary
Jennifer Winchell, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Nashville, Tennessee and CETERA WEALTH SERVICES, LLC located in Nashville, Tennessee.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Jim R Durham CPA PLLC~'NIR'~171 Belle Forest Cir~Nashville~TN~37221~Tax Preparation/Accounting~Partner/General Partner~3/1/2001~40hrs~0hrs~Accounting, Bookkeeping, Tax Preparation Services| 2) JIM R DURHAM CPA - BILL PAY / CHECK SIGNING SERVICES: POSITION: Partner CPA NATURE: My firm offers bookkeeping services that include paying bills from the clients bank account. I will print the check using the customer's accounting software, sign the check as an authorized signer on the client's bank account and mail to the appropriate payee as they are due. The client gets a detailed report each month of all payments disbursed. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 171-B Belle Forest Circle, Nashville TN 37221, United States DESCRIPTION: Record Accounts Payable Bills in Customer Accounting software Print checks to pay bills as they become due Sign checks Mail checks to payee 3) JAYCEE PROPERTIES LLC POSITION: Partner NATURE: Real Estate Ownership and Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1800 ADDRESS: 7306 Cold Harbor Ct, Fairview TN 37062, United States DESCRIPTION: I am 50% partner with no specific responsibilities. I currently pay the bills, collect rents, and prepare the tax return for the partnership. 4) WINCHELL CPA & ADVISORY SERVICES PLLC POSITION: Owner NATURE: We are a registered Certified Public Accounting Firm in Nashville, TN. We provide accounting, tax and financial consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 25 START DATE: 01/02/2023 ADDRESS: 171 Belle Forest Circle, Ste B, Nashville TN 37221, United States DESCRIPTION: Managing Principal / Owner Supervise and train staff Review staff work Meet with clients and provide advice Prepare individual and business tax returns Prepare business financial statements QuickBooks Accounting Data Review and Adjustments Invoice and Pay Bills for Certain Clients 5) WINCHELL CPA & ADVISORY SERVICES BILL PAY/CHECK SIGNING POSITION: Principal Owner NATURE: My firm offers bookkeeping services that include paying bills from the clients bank account. Either my staff or myself will print the check using the firm accounting software. I will review and sign the check as an authorized signer on the client's bank account and mail to the appropriate payee as they are due. The client gets a detailed report each month of all payments disbursed. My CPA firms Bill Pay and check writing services are only for CPA clients and not for investment clients.? INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2023 ADDRESS: 171-B Belle Forest Circle, Ste B, Nashville TN 37221, United States DESCRIPTION: Record Accounts Payable Bills in Customer Accounting software. Print checks to pay bills as they become due. Sign checks. Mail checks to payee.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Winchell'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: 2007
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 171-b Belle Forest Circle, Nashville, TN 37221RIA
CRD#: 105644
NASHVILLE, TN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 171 Belle Forest Circle Ste B, Nashville, TN 37221BD
CRD#: 13572
NASHVILLE, TN
Past
December 22, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NASHVILLE, TN
Past
October 27, 2005 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NASHVILLE, TN
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
Tennessee(9/5/2025)
IAR
Tennessee(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.
