Elyse
Jurman

Cetera Advisors LLC

CRD#2138906
Investment Advisor
in Boca Raton, FL

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About this Advisor

Elyse Jurman is a financial advisor operating in Boca Raton, Florida who has 9 years of relevant experience. Jurman is on the advisory team at Cetera Advisors LLC. The advisor has gained experience at Lincoln Financial Securities Corporation and Cetera Advisors LLC. Jurman holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Cetera Advisors LLC is a financial advisory company headquartered in Englewood, CO. The firm has offices in 692 locations and a total of 1,047 people on staff. It administers $21 billion in total assets among its 90,646 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth clients who have greater than $1 million in investable assets. Cetera Advisors LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services are provided. However, fees charged by Cetera Advisors LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2080 Nw Boca Raton Blvd Ste 5
Boca Raton, FL 33431

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

FL Average: $2,349,664,866
Total Number of Employees

1,047

FL Average: 28
Total Number of Accounts

90,646

FL Average: 1,101
Average Account Size

$234,185

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Elyse Jurman Work History

Elyse has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cetera Advisors LLC

2013 - 2014 (1 year)

Lincoln Financial Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elyse Jurman 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 Cetera Advisors LLC

Denise Ford
Saint Louis, MO
Clint Gault
Avon, OH
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
William Wilde
Paradise Valley, AZ
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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