Jim Gerald Germer

Current Employers

Employment History

• 12/1986 → Present
  Jim G Germer, Cpa
  Bradenton, FL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2017 → Present
  Jg Germer
  Bradenton, FL
• 02/2006 → 04/2026
  Palma Sola Real Estate Development Llc
  Bradenton, FL

Previous Registrations

• 1999-04-30 → 2004-10-29
  Genworth Financial Planning Corporation
  Bradenton, FL

Other Businesses

1) NAME OF OTHER BUSINESS: JIM G. GERMER, CPA PA DBA JIM GERMER FINANCIAL CORPORATION INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 1/1995 NATURE OF BUSINESS: TAX, ACCOUNTING, AND FINANCIAL SERVICES APX # OF HOURS PER WEEK: 40 APX # OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: OWNER DUTIES: SOLICITING BUSINESS, TAX, ACCOUNTING, AND FINANCIAL SERVICES 2)NFP ORGS-BD MBR. 3) JIM GERMER FINANCIAL CORP; INVESTMENT RELATED, SAME AS REGISTERED LOCATION, DBA FOR FINANCIAL SERVICES; START 7/2015; 10-60 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER 4) NAME OF OTHER BUSINESS: JG GERMER INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION START DATE: 1/2017 NATURE OF BUSINESS: CREATIVE MEDIA SERVICE, JOURNALISM, INVESTMENT WRITING, CULTURAL, TRAVEL, BUSINESS MEDIA APX # OF HOURS PER WEEK: 20 APX # OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: OWNER DUTIES: SOLICITING BUSINESS, GENERAL DUTIES 5) NAME OF OTHER BUSINESS: SARAOTA TEMPLE EMANU-EL BROTHERHOOD; INVESTMENT RELATED: NO; ADDRESS: 151 S MCINTOSH ROAD, SARASOTA, FL 34232; NATURE OF BUSINESS: BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: CORRESPONDING SECRETARY; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SEND EMAILS TO BROTHERHOOD MEMBERS ABOUT EVENTS, NEWS, AND BROTHERHOOD VOLUNTEERING; 6) NAME OF OTHER BUSINESS: THE HUMAN COMPANY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONTENT CREATION AND PUBLISHING; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONTENT CREATION AND PUBLISHING; 7) NAME OF OTHER BUSINESS: THE HUMAN CHOICE COMPANY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MEDIA CONTENT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: FOUNDER & OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MEDIA CONTENT, COLLABORATION, SPEAKING, AND WRITING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-17