Jerry N. Everwine

CALTON & ASSOCIATES

VINELAND, NJ 08360-4712

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CRD#: 203344

Professional summary

Jerry Nightingale Everwine, who also goes by Jeremiah N Everwine, Jerry Everwine, is a registered financial advisor currently at CALTON & ASSOCIATES, INC. located in Vineland, New Jersey.

Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Jerry has worked at 12 firms and has passed the Series 66, Series 7TO, SIE, Series 1 and Series 24 exams.

Aliases

Jeremiah N Everwine | Jerry Everwine

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Nightingale Everwine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jerry Nightingale Everwine'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®

None

Experience

Current

March 12, 2004 - Present

CALTON & ASSOCIATES, INC.

Office #1: 838 East Cherry Street Suite One, Vineland, NJ 08360-4712

RIA

CRD#: 20999

VINELAND, NJ

Current

January 2, 2004 - Present

CALTON & ASSOCIATES, INC.

Office #1: 838 East Cherry Street Suite One, Vineland, NJ 08360-4712

RIA

CRD#: 20999

VINELAND, NJ

Past

August 7, 2002 - January 5, 2004

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

MINNEAPOLIS, MN

Past

October 14, 1998 - January 5, 2004

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

September 30, 1996 - September 25, 1998

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

December 22, 1995 - October 3, 1996

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

November 7, 1994 - December 18, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

November 7, 1994 - December 18, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

October 15, 1993 - November 7, 1994

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 21, 1991 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

March 3, 1989 - October 4, 1991

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 20, 1976 - August 16, 1988

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

Past

April 12, 1972 - December 23, 1974

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

November 18, 1970 - August 21, 1972

WHITEHALL SECURITIES CORPORATION

CRD#: 890

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".

CALTON & ASSOCIATES, INC.

CALTON | IEP FINANCIAL | CALTON & ASSOCIATES, INC.

CRD#: 20999 / SEC#: 801-70036, 8-38635

RIA

Registered Investment Advisory firm - SEC (4/7/2009 Approved)

California

Registered Investment Advisory firm - SEC (4/13/2009 Terminated)

Colorado

Registered Investment Advisory firm - SEC (4/20/2009 Terminated)

Delaware

Registered Investment Advisory firm - SEC (4/23/2009 Terminated)

Florida

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Georgia

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Kansas

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Kentucky

Registered Investment Advisory firm - SEC (4/14/2009 Terminated)

Michigan

Registered Investment Advisory firm - SEC (5/7/2009 Terminated)

Mississippi

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Missouri

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Montana

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Nebraska

Registered Investment Advisory firm - SEC (4/17/2009 Terminated)

Nevada

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (4/14/2009 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Rhode Island

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (5/9/2009 Terminated)

Texas

Registered Investment Advisory firm - SEC (4/7/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Delaware
(1/2/2004)

Florida
(6/10/2014)

New Jersey
(1/2/2004)

IAR

New Jersey
(3/12/2004)

New York
(1/2/2013)

Pennsylvania
(1/2/2004)

South Carolina
(2/27/2020)

Tennessee
(1/23/2025)

Virginia
(5/31/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 6/24/1968

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CALTON & ASSOCIATES, INC.

CALTON | IEP FINANCIAL | CALTON & ASSOCIATES, INC.

CRD#: 20999 / SEC#: 801-70036, 8-38635

RIA

Registered Investment Advisory firm - SEC (4/7/2009 Approved)

California

Registered Investment Advisory firm - SEC (4/13/2009 Terminated)

Colorado

Registered Investment Advisory firm - SEC (4/20/2009 Terminated)

Delaware

Registered Investment Advisory firm - SEC (4/23/2009 Terminated)

Florida

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Georgia

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Kansas

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Kentucky

Registered Investment Advisory firm - SEC (4/14/2009 Terminated)

Michigan

Registered Investment Advisory firm - SEC (5/7/2009 Terminated)

Mississippi

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Missouri

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Montana

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Nebraska

Registered Investment Advisory firm - SEC (4/17/2009 Terminated)

Nevada

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (4/14/2009 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Rhode Island

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (5/9/2009 Terminated)

Texas

Registered Investment Advisory firm - SEC (4/7/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (4/9/2009 Terminated)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

PREMIUM

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Contact information

Main Address

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607

Mailing Address

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607

Phone number

(813) 264-0440

Established

Florida since 09/17/1987

Firm type

Corporation

Fiscal year end

September

Firm Size

Medium

# of Employees

373

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (12/26/2025)

FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM DISCLOSURE BROCHURE (12/26/2025)

Direct owners and executive officers

Name	Position	CRD#
CICCATI, RANDALL LEE	SHAREHOLDER	1569353
CICCATI, RANDALL LEE	CEO / DIRECTOR	1569353
SINGH, RAMESHWAR	DIRECTOR / SECRETARY /PRESIDENT OF ADVISORY SERVICES	4660047
SINGH, RAMESHWAR	SHAREHOLDER	4660047
CICCATI, JILL MARIE	SHAREHOLDER
THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST	SHAREHOLDER, LOUIS CICCATI AND ADELINE CARMELA CICCATI, TTEE
CALTON, DEREK JAY	VICE PRESIDENT - DIRECTOR	1192608
CALTON, DWAYNE KENT	PRESIDENT - DIRECTOR
CICCATI, ADELINE CARMELA	TRUSTEE OF THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST
CICCATI, AUSTIN LOUIS	SHAREHOLDER	6351650
CICCATI, CARLY MARIE	SHAREHOLDER	6351667
COLE, DAVID SCOTT	CHIEF FINANCIAL OFFICER/FINOP	4181156
RAHMOUNI IDRISSI, SAAD	CHIEF COMPLIANCE OFFICER	4071743

Regulatory assets under management

Total Number of Accounts	6,969
AUM (Assets Under Management)	$ 1,576,517,756

Disclosures

Regulatory Event	13
Arbitration	6

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jerry N. Everwine

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Nightingale Everwine's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jerry Nightingale Everwine's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

AVANTAX INVESTMENT SERVICES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

VOYA FINANCIAL PARTNERS, LLC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

MML INVESTORS SERVICES, LLC

1717 CAPITAL MANAGEMENT COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

WHITEHALL SECURITIES CORPORATION

Primary Firm SEC Registration

CALTON & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2001

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 6/24/1968

Series 24

Date: 12/17/1997

FINRA

Current Firm

CALTON & ASSOCIATES, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CALTON & ASSOCIATES, INC.

TRUST BUT VERIFY

Contact information

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