JW
Jennifer L. Whyte
CETERA INVESTMENT ADVISERS LLC
RANCHO CUCAMONGA, CA 91730
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CRD#: 5744179
JW
Professional summary
Jennifer Lynn Whyte, who also goes by Jennifer Lynn Osborn, Jenni Osborn, Jenni Whyte, Jennifer L Whyte, Jennifer Whyte, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rancho Cucamonga, California and CETERA WEALTH SERVICES, LLC located in Rancho Cucamonga, California.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jennifer has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Lynn Osborn | Jenni Osborn | Jenni Whyte | Jennifer L Whyte | Jennifer Whyte
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)Pinnacle Wealth Management, Inc.; Secretary; This entity is where all of our investment related activity is reported. We provide investment planning, retirement and estate planning, financial planning and tax planning.; IR; 85; 06/02/2022; 10370 Commerce Center Dr Rancho Cucamonga CA 91730; This is where we manage our entire investment practice. We are a family firm. Husband, Stephen, is licensed branch manager, Stephen and I are both licensed financial professionals and shareholders of this entity. Son, Gerald, is an employee. I meet with clients in person, communicate with clients via phone and email, provide investment reviews, provide investment guidance, interface with vendors, and manage the workflow processing of business transactions in our office from start to finish. 2)Whyte & Associates, Inc.; Secretary; Tax preparation and tax planning for individuals, partnerships, LLCs, S-Corps, Estates, Trusts, Non-Profit Organizations.� Monthly, quarterly, annual, and special project full service accounting. Payroll services.; NIR; 0; 11/23/2004; 10370 Commerce Center Dr Rancho Cucamonga CA 91730; Accounts payable manager, filling in for receptionist while she is away (door only, no phone), greeting clients. These are the only duties I perform for Whyte & Associates, Inc. My days/hours are� centered on my primary role with Pinnacle Wealth Management, Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Whyte'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 10370 Commerce Center Dr Suite 130, Rancho Cucamonga, CA 91730RIA
CRD#: 105644
RANCHO CUCAMONGA, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 10370 Commerce Center Dr Suite 130, Rancho Cucamonga, CA 91730BD
CRD#: 13572
Rancho Cucamonga, CA
Past
December 13, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Rancho Cucamonga, CA
Past
November 13, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Rancho Cucamonga, CA
Past
March 17, 2015 - November 17, 2023
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
RANCHO CUCAMONGA, 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(9/5/2025)
IAR
California(9/5/2025)
RR
Georgia(9/5/2025)
RR
Montana(9/5/2025)
RR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Wisconsin(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
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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.
