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About: Ria Jernberg

Ria Jernberg is the Director of Practice Management for Summit Brokerage Services. She delivers practice management to Summit’s 550 advisors through education and implementation of best practices. Providing advice in the areas of business development, human capital, operational efficiency, business management and succession planning is the foundation of her work with advisors. She brings to light opportunities to increase brand awareness, deepen client relationships and to create efficiencies that pave the way for more wallet share and business growth.

She helps Financial Advisors make better business decisions with a focus on building a business they want. Ria believes that success is achieving what you have defined as success in the first place. Having been in their shoes, she understands the intricacies and opportunities present in any financial services business.

Ria joined Summit Brokerage Services, Inc. in January 2014. She started in the business while attending college in 2000 and served multiple roles from operations to business development and retail advice with regional brokerage and wirehouse firms. She holds Series 7 and 66 securities registrations, and insurance licenses and graduated from the University of Central Florida with a B.S. degree in International Business – Finance Track.

About Cetera Financial Group®

Cetera Financial Group (“Cetera”) is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services. All firms are members FINRA/SIPC.

Posts by Ria Jernberg

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