Jerome
Celmer

Commonwealth Financial Network

CRD#5296092
Investment Advisor
in Utica, MI

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About this Advisor

Jerome Celmer is an advisor who works in Utica, Michigan. Currently a registered financial advisor at Commonwealth Financial Network, Celmer has an impressive 28 years of work experience as a financial advisor. Celmer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Celmer can advise clients in Michigan. Their career trajectory has included roles at St. Clair County and Integrity Wealth Consultants. Commonwealth Financial Network is headquartered in Utica, Michigan, and operates out of 1,090 additional offices across the nation. In total, Commonwealth Financial Network manages $111 billion in assets covering 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

28 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8344 Hall Road Suite 109
Utica, MI 48317

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MI Average: $16,012,751,954
Total Number of Employees

3,400

MI Average: 118
Total Number of Accounts

436,517

MI Average: 4,567
Average Account Size

$255,295

MI Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jerome Celmer Work History

Jerome has 28 years of experience.

2007 - Present (14 years)

Integrity Wealth Consultants

1992 - Present (29 years)

St. Clair County

Disclosures

Jerome Celmer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
James Newman
Glastonbury, CT
Kent Hickey
Allentown, PA
Jane Braun
San Diego, CA
Julie Beede
Kalispell, MT
Timothy Schoeffler
Washington, DC
John Blood
Austin, TX
Jennifer Cooke
Glastonbury, CT

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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