Jeremy L Darstek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Personalized Physician Care Llc
  Naples, FL
• 10/2014 → 09/2016
  Coastal Physician Care
  Naples, FL
• 06/2015 → 07/2019
  Lpl Financial Llc
  Naples, FL
• 07/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Naples, FL
• 03/2020 → 09/2025
  Ameriprise Financial Services, Llc
  Naples, FL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2021 → Present
  Vanderbilt Beach 203 Holdings Llc
  Naples, FL
• 10/2014 → Present
  Jd Private Wealth Advisors
  Naples, FL

Previous Registrations

• 2019-07-16 → 2025-09-05
  Ameriprise Financial Services, Llc
  White Plains, NY
  Naples, FL
  Tarrytown, NY
  Naples, FL
• 2015-07-15 → 2019-08-02
  Lpl Financial Llc
  Naples, FL
  San Diego, CA
  Naples, FL
• 2011-11-10 → 2015-05-19
  Equitable Advisors, Llc
  Fort Myers, FL
  Fort Myers, FL
• 2010-08-09 → 2010-12-31
  Securian Financial Services, Inc.
  Fort Myers, FL
• 2010-02-04 → 2010-07-08
  Park Avenue Securities Llc
  Fort Myers, FL
  Naples, FL
  Fort Myers, FL
  Naples, FL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2007 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: COLLIER COUNTY MEDICAL SOCIETY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 88 12TH ST N UNIT 200 NAPLES, FL 34102 NATURE OF BUSINESS: MEDICAL FOUNDATION START DATE: 06/2015 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE DIRECTION FOR THE FOUNDATION. REVIEW BALANCE SHEETS, TAX RETURNS, AND EXPENSES 3. NAME OF OTHER BUSINESS: VANDERBILT BEACH 203 HOLDINGS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: IDENTIFY PROPERTIES TO BUY, REMODEL, AND LEASE OUT. COMMERCIAL AND RESIDENTIAL; 4. NAME OF OTHER BUSINESS: PERSONALIZED PHYSICIAN CARE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SPOUSE IS A MEDICAL DOCTOR WHO OPERATES HER CONCIERGE PRACTICE UNDER THIS ENTITY. START DATE: 09/2009 POSITION/TITLE/RELATIONSHIP: CEOOWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: GENERAL DIRECTION OF ORGANIZATION. MANAGE BOOKS AND RECORDS. OFFER MARKETING ADVICE. HIRIND AND FIRING OF EMPLOYEES; 5. NAME OF OTHER BUSINESS: JD PRIVATE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2009-01-21

Designations

• Certified Financial Planner