Jeffrey Alan Kerman
Investment adviser representative at Premier Wealth Advisors, LLC
19 yearsExperience
2 statesRegistered in
$555.1MFirm assets
13 yearsFirm in business
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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
Experience
19 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- Premier Wealth Advisors, LLCSep 2016 to now
- First Allied Advisory Services, Inc.Jul 2012 to now
- First Allied Securities, IncNov 2007 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Premier Wealth Advisors, LLC
$555.1MAssets managed
643Clients
6Advisers
13 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
- 5448928
- Firm CRD
- 120358