Best Investors Account Sign in
Inactive

Jessica Lee Kobaly

Cerity Partners LLC

Mill Valley, CA

New York, NY

CRD 8182231

Claim This Profile
Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-10
  • CA RA
    APPROVED
    Since 2025-11-10

Branch Locations

100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Cerity Partners Llc New York NY 01/2022 Present
Brouwer & Janachowski Mill Valley CA 08/2018 12/2021
Copeland Insurance Greenbrae CA 10/2012 08/2018
  • 01/2022 → Present
    Cerity Partners Llc
    New York, NY
  • 08/2018 → 12/2021
    Brouwer & Janachowski
    Mill Valley, CA
  • 10/2012 → 08/2018
    Copeland Insurance
    Greenbrae, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-11-08
Other Names
  • Jessica Lee Robertson

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor