Jeremy W Bierlein
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Investment Services LLCSep 2026 to now
- Rev Federal Credit UnionSep 2026 to now
- TD Bank N.A.Mar 2026 to Sep 2026
- TD Private Client Wealth LLCMar 2026 to Sep 2026
- Bank of America, N.A.Nov 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Jan 2026
- Edward JonesJun 2023 to Aug 2024
- Harris TeeterMar 2023 to Sep 2023
- Bankers LifeOct 2022 to Dec 2022
- UnemployedJul 2022 to Sep 2022
- W&s Brokerage ServicesFeb 2022 to Jun 2022
- Western & Southern LifeJan 2022 to Jun 2022
- Northwestern MutualJun 2020 to Jul 2020
- Market Consultant MortgageAug 2018 to Jul 2019
- East Carolina UniversityJan 2018 to May 2020
- Home DepotNov 2017 to Dec 2021
- Lowes Home ImprovementMar 2017 to Sep 2017
- Cape Fear Community CollegeJul 2016 to Dec 2017
- Metchly, Inc. - I9 SportsJul 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7269156
- Firm CRD
- 105644