JC
Jean L. Choiniere
CETERA INVESTMENT ADVISERS LLC
NEW YORK, NY 10111
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CRD#: 7477278
JC
Professional summary
Jean Luc Choiniere, who also goes by Jeanluc Choiniere, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New York, New York and CETERA WEALTH SERVICES, LLC located in Mount Arlington, New Jersey.
Jean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jean has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanluc Choiniere
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.
WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: Junior Advisor NATURE: Financial Advisor - Prepare and present financial plans, invest assets, and address clients goals and concerns within the parameters of their risk profile. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/25/2024 ADDRESS: 45 Rockefeller Plaza, 20 FL, New York NY 10111, United States DESCRIPTION: Understand the clients financial needs by conducting interviews to determine risk tolerance, goals, review income, expenses, and inventments. Create a personal financial plan to address both short and long term objectives while providing advice/recommendations on investments and retirement planning. Monitor/track and invest assets accordingly. Review and plan retirement account saving and manage income strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Jean Luc Choiniere'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: 45 Rockefeller Plaza Suite 2000, New York, NY 10111Office #2: 115 Horseneck Road Suite 201, Montville, NJ 07045RIA
CRD#: 105644
NEW YORK, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 200 Valley Road Suite 300, Mount Arlington, NJ 07856Office #2: 45 Rockefeller Plaza Suite 2000, New York, NY 10111Office #3: 115 Horseneck Road Suite 201, Montville, NJ 07045BD
CRD#: 13572
MOUNT ARLINGTON, NJ
Past
December 10, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
New York, NY
Past
December 10, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PARSIPPANY, NJ
Past
August 7, 2024 - December 11, 2024
SEASONS OF ADVICE WEALTH MANAGEMENT
RIA
CRD#: 310448
NEW YORK, NY
Past
December 18, 2023 - February 27, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
New York, NY
Past
October 18, 2023 - February 27, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEW YORK, NY
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
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2023
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
