Jean Elizabeth Kerr

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

• 06/2007 → 09/2025
  Avantax Investment Services, Inc.
  Hopkins, MN
• 09/2013 → Present
  J E Kerr Tax Service, Inc
  Golden Valley, MN
• 11/2013 → 09/2025
  Avantax Advisory Services
  Hopkins, MN
• 01/2017 → 02/2017
  Intuit / Turbo Tax
  Tucson, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Minnetonka, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-12-03 → 2025-09-05
  Avantax Advisory Services
  Minnetonka, MN
  Minnetonka, MN

Other Businesses

1) J E Kerr Tax Service, Inc~'NIR'~1405 North Lilac Drive #125~Golden Valley~MN~55422~Tax Preparation/Accounting~President~1/1/2013~160hrs~120hrs~Tax preparation and business management

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-06-30

Designations

• Certified Financial Planner

Other Names

• Elizabeth Jean Leidig