Jessica M. Leverenz
CETERA INVESTMENT ADVISERS LLC
LIVONIA, MI 48154
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CRD#: 6183214
Professional summary
Jessica Marie Leverenz, CFP®, who also goes by Jessica Marie Lis, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Livonia, Michigan and CETERA ADVISORS LLC located in Livonia, Michigan.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jessica has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Marie Lis
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: LMR FINANCIAL GROUP LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL LLC ; START DATE: 12/2016 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: LLC FOR SOLE USE AS FINANCIAL ADVISOR, NOT PUBLICLY IN USE ; 2) NAME OF OTHER BUSINESS: LMR ADVISORS LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2015 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA USED FOR FINANCIAL SERVICES ; 3) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START AUGUST 2013, 1 HR. PER WEEK - VARIES DURING TRADING HOURS INSURANCE AGENT - SELLS LIFE, HEALTH AND ANNUITIES 4) COMMUNITY ALLIANCE CREDIT UNION, INVESTMENT RELATED, NOVI, MI AND 37401 PLYMOUTH ROAD, LIVONIA, MI 48150, NEW BRANCHES LOCATED IN COMMUNITY ALLIANCE CREDIT UNION, START 9/2015 TIME LOCATED IN THESE BRANCHES WILL VARY - DURING TRADING HOURS, REGISTERED REPRESENTATIVE. 5)NAME OF OTHER BUSINESS: JCI MICHIGAN, INVESTMENT RELATED: NO, ADDRESS: 600 SOUTH WALNUT ST, LANSING, MI 48933, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: EXECUTIVE PRESIDENTIAL ASSISTANT, APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST THE PRESIDENT OF JCI MICHIGAN; 6) NAME OF OTHER BUSINESS: REDFORD JAYCEE LEGACY FUND; INVESTMENT RELATED: NO; ADDRESS: 15585 BEECH DALY REDFORD MI 48239; NATURE OF BUSINESS: NON PROFIT; START DATE: 8/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH REVAMPING HALL RENTAL PROCESS, MAINTAINING, SCHEDULING RENTALS; 7) NAME OF OTHER BUSINESS: FARMINGTON GLEN AQUATIC CLUB; INVESTMENT RELATED: NO ; ADDRESS: 33700 FREEDOM RD FARMINGTON, MI 48335; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: SOCIAL CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATING POTLUCKS FOR HOLIDAYS AND OTHER SOCIAL EVENTS THROUGHOUT THE SUMMER WHILE POOL IS OPEN;
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Marie Leverenz'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: 2017
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 33300 Five Mile Rd Ste 200, Livonia, MI 48154RIA
CRD#: 105644
LIVONIA, MI
Current
September 16, 2013 - Present
CETERA ADVISORS LLC
Office #1: 33300 Five Mile Rd Ste 200, Livonia, MI 48154BD
CRD#: 10299
Livonia, MI
Past
October 29, 2013 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
LIVONIA, MI
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
Arizona(5/13/2014)
RR
Arkansas(2/14/2022)
RR
California(6/16/2025)
RR
Florida(5/13/2014)
RR
Georgia(9/20/2021)
RR
Illinois(12/21/2015)
RR
Kentucky(12/21/2015)
RR
Michigan(10/28/2013)
IAR
Michigan(3/21/2024)
RR
Minnesota(5/12/2017)
RR
Missouri(5/9/2022)
RR
New York(8/25/2025)
RR
Ohio(6/30/2016)
RR
Pennsylvania(12/4/2013)
RR
Washington(9/10/2020)
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.
