Jerome J. Repovz

CETERA INVESTMENT ADVISERS LLC

BRIGHTON, MI 48116

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CRD#: 2165329

Professional summary

Jerome Joseph Repovz, who also goes by Jerry Repovz, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brighton, Michigan and CETERA WEALTH SERVICES, LLC located in Brighton, Michigan.

Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jerome has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Repovz

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) SOUND FINANCIAL SERVICES, INC.* INVESTMENT-RELATED* 306 E. MAIN - BRIGHTON, MI* INSURANCE* PRESIDENT* START DATE 5/2008* 80 HRS/MONTH* 0 HRS/MONTH DURING TRADING HOURS* LIFE INSURANCE NEEDS, PREPARE QUOTES. 2) Jerome Repovz - - INVESTMENT-RELATED; 306 E MAIN - BRIGHTON, MI* RENTAL PROPERTY* MEMBER* START DATE 4/1/2013 1 hr/MONTH* 0 HRS/MONTH DURING TRADING HOURS* No compensation; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Joseph Repovz's CRS (Customer Relationship Summary).

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

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 306 E Main St, Brighton, MI 48116

RIA

CRD#: 105644

BRIGHTON, MI

Current

September 20, 2019 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 306 E Main St, Brighton, MI 48116

CRD#: 13572

Brighton, MI

Past

May 20, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

December 11, 2012 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

BRIGHTON, MI

Past

November 8, 2012 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BRIGHTON, MI

Past

February 9, 2011 - November 6, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BRIGHTON, MI

Past

January 23, 2009 - November 6, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

BRIGHTON, MI

Past

September 4, 2001 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

BRIGHTON, MI

Past

August 18, 1997 - September 13, 2001

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

February 10, 1994 - August 15, 1997

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

November 18, 1991 - February 23, 1994

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(9/20/2019)

California
(7/31/2024)

Colorado
(9/20/2019)

Florida
(9/23/2019)

Georgia
(9/20/2019)

Illinois
(9/20/2019)

Indiana
(10/29/2019)

Kentucky
(9/20/2019)

Massachusetts
(5/7/2021)

Michigan
(9/20/2019)

IAR

Michigan
(6/29/2023)

Missouri
(3/1/2021)

North Carolina
(9/20/2019)

Ohio
(9/20/2019)

Pennsylvania
(9/20/2019)

Tennessee
(1/7/2021)

Texas
(12/5/2019)

IAR

Texas
(6/29/2023)

Vermont
(2/5/2020)

Virginia
(9/20/2019)

Washington
(9/20/2019)

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 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/16/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jerome J. Repovz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Joseph Repovz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

SII INVESTMENTS, INC.

MARINER FINANCIAL SERVICES, INC.

THE O.N. EQUITY SALES COMPANY

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/1999

Series 63

Date: 10/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 2/22/1993

Series 6

Date: 11/15/1991

Series 24

Date: 4/16/1998

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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