Jeffrey Charles Paladini
Investment adviser representative at Cerity Partners LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm assets
Are you Jeffrey Charles Paladini? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
19 years in the industry.
- Cerity Partners LLCApr 2019 to now
- Arkadios CapitalDec 2022 to Jun 2024
- Bd4ria, Inc.Sep 2017 to Dec 2022
- Triad Advisors IncMay 2012 to Mar 2019
- Karsten AdvisorsDec 2011 to Mar 2019
- Karsten Financial, LPJun 2005 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 4341198
- Firm CRD
- 151559