Jeffrey Alan Kerman

Current Employers

Employment History

• 11/2007 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 09/2016 → Present
  Premier Wealth Advisors, Llc
  New York, NY
• 11/2020 → Present
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  New York, NY

Previous Registrations

• 2020-11-12 → 2024-11-22
  Cetera Investment Advisers Llc
  New York, NY
• 2012-05-21 → 2020-11-12
  First Allied Advisory Services, Inc.
  New York, NY
  New York, NY
  New York, NY
• 2010-08-26 → 2014-06-26
  Wealth Partners Advisors Llc
  New York, NY
• 2008-01-30 → 2012-07-02
  First Allied Securities, Inc.
  Goldens Bridge, NY
  New York, NY
  New York, NY

Other Businesses

1) N/A (SOLE PROPRIETOR) - NOT INVESTMENT-RELATED - 14 E. 60TH ST. SUITE 402, NEW YORK, NY 10022 - LAW PRACTICE - LICENSED ATTORNEY - 7/22/07 - 4 HRS/MONTH - 2 HRS/MONTH DURING TRADING HOURS - PROVIDE TAX LAW, ESTATE PLANNING, ASSET PROTECTION, AND ELDER LAW SERVICES. 2) N/A (SOLE PROPRIETOR) - INVESTMENT-RELATED - 14 E. 60TH ST. SUITE 402, NEW YORK, NY 10022 - INSURANCE - INDEPENDENT LICENSED INSURANCE AGENT - 5/7/11 - 8 HRS/MONTH - 8 HRS/MONTH DURING TRADING HOURS - RECOMMEND PURCHASE OF INSURANCE PRODUCTS. 3) ID360 LLC - NOT INVESTMENT-RELATED - 101 TYRELLAN AVE., STATEN ISLAND, NY 10309 - CONSULTING - CONSULTANT - 8/1/16 - 4 HRS/MONTH - 4 HRS/MONTH DURING TRADING HOURS - PROVIDE CONSULTING SERVICES RELATED TO IDENTITY THEFT PROTECTION AND RISK-REDUCTION. 4) WEALTH PARTNERS ADVISORS, LLC - INVESTMENT-RELATED - 14 E. 60TH ST. SUITE 402, NEW YORK, NY 10022 - MANAGEMENT COMPANY - OWNER - 7/15/14 - 140 HRS/MONTH - 120 HRS/MONTH DURING TRADING HOURS - PROVIDE FINANCIAL SERVICES THROUGH SEPARATE BROKER-DEALER AND REGISTERED INVESTMENT ADVISER.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-22

Other Names

• Jeffrey Kerman