Elyse Robin Jurman

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:

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-23
FL	RA	APPROVED	2024-02-14

TX RA
APPROVED_RES

Since 2025-11-23
FL RA
APPROVED

Since 2024-02-14

Branch Locations

Highland Beach, FL • 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

Organization	City	State	From	To
Cetera Advisors Llc	Denver	CO	10/2014	Present
Cetera Investment Advisers Llc	Schaumburg	FL	01/2024	Present
Ej Designs Llc	Highland Beach	FL	10/2024	Present

10/2014 → Present

Cetera Advisors Llc

Denver, CO
01/2024 → Present

Cetera Investment Advisers Llc

Schaumburg, FL
10/2024 → Present

Ej Designs Llc

Highland Beach, FL

Previous Registrations

2013-02-20 → 2014-11-06

Osaic Fs, Inc.

Boca Raton, FL

Other Businesses

1) DBA: DIVERSIFIED FINANCIAL SOLUTIONS, INC. INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, INSURANCE, FINANCIAL AND ADVISORY SERVICES, START FEBRUARY 2013, 40 HRS PER WEEK - DURING TRADING HOURS, PRESIDENT/OWNER. 2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START OCTOBER 2014, 10 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, DISABILITY, LONG-TERM CARE & ANNUITIES. 3) NOTARY PUBLIC THROUGH STATE OF FLORIDA, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START FEBRUARY 2013, LESS THAN 1 HOUR PER WEEK - VARIES DURING TRADING HOURS, NOTARY. 4)NAME OF OTHER BUSINESS: EJ DESIGNS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: INTERIOR DECORATING; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER/DECORATOR; APX NUMBER OF HOURS PER WEEK: 0-2; APX NUMBER OF HOURS DURING TRADING HOURS: 0-2; BRIEF DESCRIPTION OF DUTIES: PURCHASE FURNITURE AND ACCESSORIES AND ASSIT WITH LAYOUT;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-10-24
S65	Uniform Investment Adviser Law Examination	1994-02-01
S63	Uniform Securities Agent State Law Examination	1992-10-19

S66 Uniform Combined State Law Examination

2011-10-24
S65 Uniform Investment Adviser Law Examination

1994-02-01
S63 Uniform Securities Agent State Law Examination

1992-10-19

Other Names

Elyse Jurman
Elyse Robin Jurman
Elyse Robin Herman

View on SEC IAPD