Sarah Jo Emery
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Emery Financial LLCJan 2026 to now
- Cetera Investment Advisers LLCDec 2024 to now
- Cetera Advisors LLCDec 2024 to now
- LPL Financial LLCDec 2019 to Dec 2024
- Cetera Investment Advisers LLCJan 2014 to Dec 2019
- Cetera Investment ServicesApr 2013 to Dec 2019
- The State BankApr 2013 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4108795
- Firm CRD
- 105644