Jim
Germer
Cetera Investment Advisers LLC
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About this Advisor
Jim Germer is a financial advisor working out of Bradenton, Florida with 19 years of industry experience. Germer is currently employed by Cetera Investment Advisers LLC. The advisor has gained experience at Jg Germer, Palma Sola Real Estate Development LLC, Jim G Germer, Cpa, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Germer maintains a Series 63 license, qualifying them as a securities broker, and is able to work in Florida. Cetera Investment Advisers LLC is a company that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in assets under management between its 176,986 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 accounts, 23% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a broad set 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 charged by financial advisors vary depending on the type of financial services. However, fees charged by Cetera Investment Advisers LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Jim Germer Work History
Jim has been registered as a financial advisor for 19 years.*
Jg Germer
Palma Sola Real Estate Development LLC
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Jim G Germer, Cpa
*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 Jim Germer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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