Jessica Katherine Layman

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:

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

Current Employers

Employment History

• 05/2014 → 07/2017
  West Coast Financial, Llc
  Santa Barbara, CA
• 07/2017 → 01/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 01/2025 → 03/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 04/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2014-08-06 → 2025-10-13
  West Coast Financial, Llc
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-06

Designations

• Certified Financial Planner

Other Names

• Jessica Katherine Farber