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JB

Janette L. Bingham Davis

CETERA INVESTMENT ADVISERS LLC
PEMBROKE PINES, FL 33024
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CRD#: 5880439
JB

Professional summary


Janette Leonora Bingham Davis, who also goes by Janette Leonora Manns, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pembroke Pines, Florida and CETERA FINANCIAL SPECIALISTS LLC located in Pembroke Pines, Florida.

Janette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Janette has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Janette Leonora Manns

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)JANETTE L. DAVIS, CPA, LLC; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; ACCOUNTING/TAX PREP/PLANNING/PROBLEM RESOLUTION, CPA; OWNER; SINCE 11/2007; 100 HRS/MO 2)SOUTHEAST AMERICAN FINANCIAL GROUP; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; MORTGAGE SERVICES; PRESIDENT; PART OWNER; SINCE 09/2004; 4HRS/MO 3)SOUTHEAST AMERICAN FINANCIAL SERVICES; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; PROPERTY & CASUALTY INSURANCE SERVICES; PRESIDENT; OWNER; SINCE 01/2007; 1HR/MO 4)JAMAICA USE CHAMBER OF COMMERCE; MIAMI, FL; NON-INVESTMENT RELATED; TREASURER; SINCE 05/2004; 2 HRS/MO 5)NAME OF OTHER BUSINESS: WALNUT CREEDK 2 & WALNUT CREEK MASTER ASSOCIATION ; INVESTMENT RELATED: NO ; ADDRESS: 3081 E. COMMERCIAL BLVD, SUITE 105 , FT LAUDERDALE, FL 33308 ; NATURE OF BUSINESS: CONDO ASSOCIATION ; START DATE: 02/2006 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, VOTE ON BUDGET AND AUTHORIZE CHECKS ISSUED BY MANAGEMENT COMPANY 6) NAME OF OTHER BUSINESS: JLD CPA & ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Janette Leonora Bingham Davis'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

February 22, 2019 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1745 N University Drive, Pembroke Pines, FL 33024
RIA
CRD#: 105644
PEMBROKE PINES, FL
Current

February 19, 2019 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 1745 N University Drive, Pembroke Pines, FL 33024
BD
CRD#: 10358
Pembroke Pines, FL
Past

June 9, 2015 - March 1, 2019

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
DAVIE, FL
Past

February 17, 2015 - March 1, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Pembroke Pines, FL
Past

March 31, 2011 - December 31, 2012

USWCC MONEY, LLC

RIA
CRD#: 156190
PEMBROKE PINES, 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
(2/19/2019)
IAR
Florida
(2/22/2019)
RR
Georgia
(8/26/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/31/2015
Uniform Investment Adviser Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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
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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Pembroke Pines, FL 33024

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