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JB

Jennifer L. Brown

CETERA INVESTMENT ADVISERS LLC
Hutto, TX 78634
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CRD#: 7939345
JB

Professional summary


Jennifer Lynn Brown, who also goes by Jennifer L Garvin, Jennifer Lynn Garvin, Jennifer Lynn Vance, Jennifer L Vancegavrin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Hutto, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jennifer has worked at 2 firms and has passed the SIE exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jennifer L Garvin | Jennifer Lynn Garvin | Jennifer Lynn Vance | Jennifer L Vancegavrin

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) JENNIFER L BROWN CPA PLLC POSITION: PRESIDENT NATURE: OWNER OF A TAX PREPARATION FIRM. WE PREPARES TAX RETURNS FOR CLIENTS WHICH INCLUDE 1040, 1120S, 1065, 1041 AND FORM 990. WE PREPARE STATE RETURNS AS WELL FOR FEDERAL FILINGS AND ASSIST WITH SALES TAX RETURNS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/12/2021 ADDRESS: 351 EXCHANGE BLVD STE 105, HUTTO TX 78634, United States DESCRIPTION: MANAGE THE BUSINESS, RUN THE OPERATIONS, REVIEW TAX RETURNS. We provide guidance and tax advice to clients. Tax preparation and filing for clients. Answer tax related inquiries regarding tax planning. 2) TEXAS SOCIETY OF CPAS AUSTIN CHAPTER POSITION: Oversight Council Member NATURE: This entity exists as a chapter for the State Society. The local chapters have their own governance, committees and by laws. Their role is for local member benefits, CPE, leadership in the organization, CPA advocacy. etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 3305 Northland Drive Suite 406, Austin TX 78731, United States DESCRIPTION: As an oversight Council member we will assist with reviewing the Governing Board's plans for the fiscal year, approve the annual budget and any changes to the by-laws 3) DAUNTLESS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: PFS approved products via Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 13809 Research Blvd, Suite 500, Austin TX 78750, United States DESCRIPTION: Meet with clients to discuss financial opportunities with partnering SPP. 4) HUNTER CONCRETE PUMPING LLC POSITION: Part Time Controller NATURE: This role reports to the owner and serves to function as a compliance for annual tax filings and reporting for various lenders, insurers, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: 304 Iron Horse Ln, Hutto TX 78634, United States DESCRIPTION: Assisting with annual tax filings, reviewing monthly and annual financial statements, preparing monthly sales tax returns and other duties as requested.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jennifer Lynn Brown'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

September 6, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 351 Exchange Blvd Suite 105, Hutto, TX 78634
RIA
CRD#: 105644
Hutto, TX
Past

July 2, 2024 - September 8, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Hutto, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/6/2025)

Exams


General Industry/Product Exam
RR
SIE
Date: 5/23/2025
Securities Industry Essentials Examination

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#: 105644Hutto, TX 78634

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