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Jared Michael Kersten

Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cetera Investment Advisers LLCMay 2025 to now
  2. Cetera Investment Advisors LLCMay 2025 to now
  3. Cetera Investment Services LLCMay 2025 to now
  4. First Merchants Investment ServicesMay 2025 to now
  5. Confidence Wealth ManagementNov 2024 to May 2025
  6. Empower Advisory Group, LLCSep 2023 to Nov 2024
  7. Empower Financial Services, IncSep 2023 to Nov 2024
  8. Reserve Fund Advisers LLCMay 2023 to Jun 2023
  9. Fisher InvestmentsOct 2018 to May 2023
  10. PNC BankJun 2017 to Oct 2018
  11. PNC InvestmentsJun 2017 to Oct 2018
  12. Cco Investment ServicesApr 2014 to Jun 2017
  13. Charterone BankApr 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016
  • Series 63 · Uniform Securities Agent State Law2025

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
6015816
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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