Jeremy Michael Richard

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → 06/2019
  Foresters Financial Services
  Tampa, FL
• 07/2018 → Present
  Royal Neighbors
  Tampa, FL
• 08/2018 → 06/2019
  Foresters Advisory Services
  Tampa, FL
• 10/2018 → Present
  Mutual Of Omaha
  Tampa, FL
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Tampa, FL

Previous Registrations

• 2018-09-20 → 2019-06-20
  Foresters Advisory Services, Llc
  Tampa, FL

Other Businesses

1) OWNER OF APIARY (BEE) FARM; SELL HONEY; LESS THAN 1 HR/WK 2) OWNER OF JEREMY M RICHARD S CORP; DBA FOR CETERA BUSINESS 3) GROUP DISABILITY INSURANCE 4) HSAS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-30
• S63 Uniform Securities Agent State Law Examination
  2003-02-07