Jeremy Robert Sorci
Investment adviser representative at Premier Financial Group Inc
21 yearsExperience
1 stateRegistered in
$819.9MFirm assets
35 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 assetsFixed 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
21 years in the industry.
- Premier Financial Group IncOct 2012 to now
- Bank of Stockton Trust & Investment GroupNov 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Premier Financial Group Inc
$819.9MAssets managed
593Clients
12Advisers
35 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
- 6128429
- Firm CRD
- 107314