Juerg S. Ciceri
Professional summary
Juerg Stephan Ciceri, CFP®, who also goes by George Ciceri, is a registered financial advisor currently at JC FINANCIAL PLANNING & INVESTMENTS, LLC located in Long Beach, California.
Juerg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Juerg has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Juerg Stephan Ciceri's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
March 20, 2007 - Present
JC FINANCIAL PLANNING & INVESTMENTS, LLC
January 2, 1997 - May 7, 1998
CREDIT SUISSE SECURITIES (USA) LLC
June 8, 1992 - January 3, 1997
SWISS AMERICAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2007)
Exams
Current Firm
JC FINANCIAL PLANNING & INVESTMENTS, LLC
CRD#: 142703 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 55,802,540 |
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.
