Jaime J Gerber

Current Employers

Employment History

• 11/2020 → 12/2024
  Farmers & Merchants State Bank
  Geneva, IN
• 10/2001 → 11/2020
  Adams County Financial Resources
  Geneva, IN
• 11/2020 → 12/2024
  Raymond James Financial Services, Inc.
  Geneva, IN
• 10/2023 → 12/2024
  Fm Investments
  Geneva, IN
• 11/2020 → 10/2023
  F&M Bank
  Geneva, IN
• 01/2026 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Geneva, IN
• 01/2025 → Present
  Bixler Insurance
  Geneva, IN
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2022 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: BIXLER INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE COMPANY - AUTO & HOME START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: CUSTOMER SERVICE REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ANSWERING PHONES, UPDATE INSURANCE POLICIES AND RECEIVE PAYMENTS FOR PROCESSING OF CAR/HOME INSURANCE; 4. NAME OF OTHER BUSINESS: BIXLER FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDING BOTH BROKERAGE AND ADVISORY BUSINESS TO CLIENTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-22
• S63 Uniform Securities Agent State Law Examination
  2024-03-19

Other Names

• Jaime J Walker
• Jaime J Walker
• Jaime J Myers