Jeffrey Scott Zych
Investment adviser representative at Cerity Partners Retirement Plan Consultants
7 yearsExperience
1 stateRegistered in
$40.3BFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Cerity Partners Retirement Plan ConsultantsSep 2022 to now
- Cerity Partners LLCApr 2019 to now
- Arkadios CapitalDec 2022 to Dec 2023
- Bd4ria, Inc.Apr 2018 to Dec 2022
- Karsten AdvisorsFeb 2016 to Mar 2019
- Triad Advisors, Inc.Jan 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 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
- 5760431
- Firm CRD
- 164198