Jaycee Christine Kertzman

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-04-21

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	11/2017	05/2018
Wealth Manager Group Llc	San Diego	CA	08/2016	11/2016
Bank Of America Merrill Lynch	La Jolla	CA	11/2016	06/2017
Bank Of America Merrill Lynch	New York	NY	06/2017	08/2017
Bank Of America Merrill Lynch	La Jolla	CA	09/2017	11/2017
Bank Of America, N.A.	Los Angeles	CA	08/2018	04/2019
Morgan Stanley	Santa Fe	CA	05/2019	07/2022
Morgan Stanley Private Bank, N.A	New York	NY	06/2019	07/2022
Dynasty Financial Partners	St. Petersburg	FL	03/2023	Present
Unemployed	St. Petersburg	FL	08/2022	02/2023

11/2017 → 05/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
08/2016 → 11/2016

Wealth Manager Group Llc

San Diego, CA
11/2016 → 06/2017

Bank Of America Merrill Lynch

La Jolla, CA
06/2017 → 08/2017

Bank Of America Merrill Lynch

New York, NY
09/2017 → 11/2017

Bank Of America Merrill Lynch

La Jolla, CA
08/2018 → 04/2019

Bank Of America, N.A.

Los Angeles, CA
05/2019 → 07/2022

Morgan Stanley

Santa Fe, CA
06/2019 → 07/2022

Morgan Stanley Private Bank, N.A

New York, NY
03/2023 → Present

Dynasty Financial Partners

St. Petersburg, FL
08/2022 → 02/2023

Unemployed

St. Petersburg, FL

2019-07-19 → 2022-08-04

Morgan Stanley

San Diego, CA

Rancho Santa Fe, CA
2018-11-21 → 2019-04-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-20

Other Firms