Jeffrey
Cerny

Redhawk Wealth Advisors, Inc

CRD#4744213
Investment Advisor
in Irvine, CA

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About this Advisor

Jeffrey Cerny is a financial advisor based in Irvine, California, working with Redhawk Wealth Advisors, Inc. Jeffrey has previously held positions at Atlas Wealth Management Group LLC, Redhawk Wealth Advisors, Inc, and Jeffrey Cerny. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jeffrey is part of Redhawk Wealth Advisors, Inc, which operates out of Irvine, California. The firm has 38 offices and 55 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Redhawk Wealth Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2372 Morse Ave
Irvine, CA 92614

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Redhawk Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,167,245

CA Average: $5,289,111,388
Total Number of Employees

55

CA Average: 157
Total Number of Accounts

5,408

CA Average: 8,262
Average Account Size

$335,645

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeffrey Cerny Work History

2020 - Present (4 years)

Redhawk Wealth Advisors, Inc

2003 - Present (21 years)

Jeffrey Cerny

2005 - 2020 (15 years)

Atlas Wealth Management Group LLC

Disclosures

Please visit the SEC profile of Jeffrey Cerny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redhawk Wealth Advisors, Inc

Sandy Levine
Minneapolis, MN
Joseph Armstrong
Enid, OK
Nathan Willis
Aurora, CO
Kurtis Polacek
Hamilton, OH
Jason Hand
Minneapolis, MN
Steven Roeth
Minneapolis, MN
Andrew Riis
Fishers, IN
Bernard Bedell
Brighton, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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