Best Investors Account Sign in
Inactive

Jacqueline Bodmer Huerter

Cerity Partners LLC

New York, NY

Saratoga Springs, NY

Claim This Profile
Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-10
  • NY RA
    APPROVED
    Since 2026-03-10

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

321 Broadway, Saratoga Springs, NY 12866 • 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
Goldman Sachs & Co Cohoes NY 10/2018 07/2021
Providence College Providence RI 08/2017 10/2018
Ayco Goldman Sachs Latham NY 05/2017 08/2017
Providence College Providence RI 08/2016 05/2017
Graypoint Llc Albany NY 09/2021 09/2025
Cerity Partners New York NY 10/2025 Present
  • 10/2018 → 07/2021
    Goldman Sachs & Co
    Cohoes, NY
  • 08/2017 → 10/2018
    Providence College
    Providence, RI
  • 05/2017 → 08/2017
    Ayco Goldman Sachs
    Latham, NY
  • 08/2016 → 05/2017
    Providence College
    Providence, RI
  • 09/2021 → 09/2025
    Graypoint Llc
    Albany, NY
  • 10/2025 → Present
    Cerity Partners
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S63 Uniform Securities Agent State Law Examination 2019-03-18
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S63 Uniform Securities Agent State Law Examination
    2019-03-18
Other Names
  • Jacqueline Rose Bodmer

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor