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JP

Jennifer S. Poland

CETERA INVESTMENT ADVISERS
PENSACOLA, FL 32502
Some features on this profile are disabled
CRD#: 5245585
JP
Jennifer S PolandCETERA INVESTMENT ADVISERS

Professional summary

Jennifer S Poland, who also goes by Jennifer Michelle Poland, Jennifer Spinner Poland, Jennifer Michelle Spinner, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pensacola, Florida and CETERA INVESTMENT SERVICES LLC located in Pensacola, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jennifer has worked at 9 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

Aliases

Jennifer Michelle Poland | Jennifer Spinner Poland | Jennifer Michelle Spinner

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer S Poland'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®
None

Experience

Current

July 16, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 101 West Garden Street, Pensacola, FL 32502
RIA
CRD#: 105644
PENSACOLA, FL
Current

June 30, 2026 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 101 West Garden Street, Pensacola, FL 32502
BD
CRD#: 15340
PENSACOLA, FL
Past

September 5, 2025 - June 17, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Pensacola, FL
Past

September 5, 2025 - June 17, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Pensacola, FL
Past

December 19, 2019 - September 11, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
SANTA ROSA BEACH, FL
Past

December 18, 2019 - September 11, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA ROSA BEACH, FL
Past

May 20, 2016 - October 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENSACOLA, FL
Past

February 5, 2013 - October 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENSACOLA, FL
Past

November 12, 2010 - October 25, 2011

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
PENSACOLA, FL
Past

April 2, 2007 - August 22, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
TALLAHASSEE, FL
Past

April 2, 2007 - August 22, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
TALLAHASSEE, FL
Past

March 8, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
TALLAHASSEE, FL
Past

February 7, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
TALLAHASSEE, 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

RR
Florida
(6/30/2026)
IAR
Florida
(7/16/2026)
RR
Mississippi
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/20/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/12/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/6/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2010
General Securities Representative Examination
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)
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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 Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Pensacola, FL 32502

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