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James Clayton Weimer

Cerity Partners LLC

New York, NY

Santa Barbara, CA

CRD 6371194

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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 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-01

Branch Locations

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

1435 Anacapa Street, Santa Barbara, CA 93101 • 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
West Coast Financial, Llc Santa Barbara CA 05/2016 04/2025
Cerity Partners Llc New York NY 04/2025 Present
  • 05/2016 → 04/2025
    West Coast Financial, Llc
    Santa Barbara, CA
  • 04/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2017-04-25 → 2025-04-04
    West Coast Financial, Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-25
  • S65 Uniform Investment Adviser Law Examination
    2017-04-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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