Jeremy Michael Davis
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Cetera Investment Advisers LLCMar 2018 to now
- Cetera Investment Services LLCMar 2018 to now
- Horse Cove Partners LLCAug 2020 to Jul 2026
- The Kerrigan Davis Group LLCApr 2015 to Feb 2018
- Cetera Investment Advisers LLCJan 2014 to Feb 2018
- Cetera Investment Services LLCJul 2010 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
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
- 4924731
- Firm CRD
- 105644