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Jeffrey Edward Kerbler

Oppenheimer & Co. Inc.

Beachwood, OH

Pickerington, OH

CRD 4621775

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Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-08-13
  • OH RA
    APPROVED
    Since 2013-08-13

Branch Locations

25550 Chagrin Blvd Ste 310, Beachwood, OH 44122 • United States

1501 Stonecreek Drive Suite 103, Pickerington, OH 43147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. Inc Pickerington OH 08/2013 Present
Previous Registrations
  • 2003-03-18 → 2005-11-09
    Osaic Fa, Inc.
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-03
S63 Uniform Securities Agent State Law Examination 2011-05-26
  • S65 Uniform Investment Adviser Law Examination
    2017-11-03
  • S63 Uniform Securities Agent State Law Examination
    2011-05-26

View on SEC IAPD

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Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

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