JV
Jeffrey B. Vert
CETERA INVESTMENT ADVISERS LLC
BURIEN, WA 98166
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CRD#: 1327133
JV
Professional summary
Jeffrey Blaise Vert is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Burien, Washington and CETERA WEALTH SERVICES, LLC located in Burien, Washington.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MVM Partners LLC 14973 Interurban Ave S, Suite 101 Tukwila WA 98168 Rental Property Owner/Management Owner/Sole Proprietor 1/27/1986~1hrs~1hrs Member / Manager 2) Accounting and Management Services 33305 1st Way South, Suite B 101 Federal Way WA 98003 Tax Preparation/Accounting Treasurer/Comptroller 8/1/1982~2hrs~2hrs~Manager 3) ATS Maple Valley Inc 23745 225th Way SE, Suite 207 Maple Valley WA 98038 Tax Preparation/Accounting Owner/Sole Proprietor 6/16/2005 2hrs~2hrs~Partial Non-Operating Owner 4) VERT & ASSOCIATES LLC POSITION: Managing Member NATURE: This is a tax preparation service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 12121 Marine View Drive SW, Burien WA 98146, United States; DESCRIPTION: prepare income tax returns for individuals, partnerships, corporations, fiduciaries and non-profits; as the managing member I will also be responsible for paying the bills, making bank deposits, hiring, and making all management decisions 5) ARCH CPA ACCOUNTING & TAX SERVICES POSITION: accountant NATURE: Arch CPA is an accounting firm that provides bookkeeping and tax services to businesses and individuals INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 82 START DATE: 01/15/2024 ADDRESS: 920 SW 152nd Street, Suite # 101, Burien WA 98166, United States DESCRIPTION: 1. Meet with tax clients to go over their tax information2. prepare tax returns from information provided by clients3. provide tax clients with advice regarding tax planning4. meet with prospective clients to explain our services and sign them up as a new client5. Answer questions from clients as they call in5.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Blaise Vert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 920 Sw 152nd St Suite 101, Burien, WA 98166RIA
CRD#: 105644
BURIEN, WA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 920 Sw 152nd Street Suite 101, Burien, WA 98166BD
CRD#: 13572
BURIEN, WA
Past
January 25, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Burien, WA
Past
January 19, 2004 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BURIEN, WA
Past
March 6, 1990 - December 31, 1990
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
Past
April 10, 1989 - June 3, 1989
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Past
November 12, 1986 - April 10, 1989
AMERICAN PACIFIC SECURITIES CORPORATION
BD
CRD#: 5003
Past
December 21, 1984 - July 9, 1985
PFG SECURITIES, INC.
BD
CRD#: 15401
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Idaho(9/18/2025)
RR
Illinois(9/5/2025)
RR
Kansas(9/5/2025)
RR
Maryland(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Missouri(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/5/2025)
IAR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
