JB
Jeremey J. Bullerman
CETERA INVESTMENT ADVISERS LLC
WATERLOO, IA 50701
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CRD#: 2283551
JB
Professional summary
Jeremey John Bullerman is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Waterloo, Iowa and CETERA ADVISORS LLC located in Waterloo, Iowa.
Jeremey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeremey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 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. FIXED INSURANCE, LIFE/HEALTH/ LONG-TERM CARE 2.NAME OF OTHER BUSINESS: JJB PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: OWNER OF OFFICE BUILDING START DATE: 2001 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF TRADING HOURS PER WEEK: 5 POSITION/TITLE/RELATIONSHIP: SOLE MEMBER OF LLC BRIEF DESCRIPTION OF DUTIES: GENERAL OWNERSHIP 3.NAME OF OTHER BUSINESS: FINANCIAL RESOURCE ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR SECURITES, ADVISORY, AND INSURANCE START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER & INVESTMENT ADVISOR REPRESENTATIVE 4.NAME OF OTHER BUSINESS: FRA FINANCIAL, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: S CORP FOR HOLDING UNITS OF FINANCIAL RESOURCE ADVISORS, LLC START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF TRADING HOURS PER WEEK: 2 POSITION/TITLE/RELATIONSHIP: 100% OWNER BRIEF DESCRIPTION OF DUTIES: GENERAL OWNERSHIP DUTIES 5.NAME OF OTHER BUSINESS: WATERLOO SCHOOL FOUNDATION INVESTMENT RELATED: NO ADDRESS: 201 TOWER PARK DR STE #106 START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: VOLUNTEER ON PLANNED GIVING COMMITTEE BRIEF DESCRIPTION OF DUTIES: ATTEND 2-3 MEETINGS PER YEAR TO DISCUSS LEGISLATION, PLANNING, & COMMUNITY AWARENESS 6. NAME OF OTHER BUSINESS: INTEGRATED ACCOUNTING SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX / ACCOUNTING; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: OWNER / SECRETARY OF BOARD / SHAREHOLDER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: STRATEGIC PLANNING AND LEADERSHIP, BOARD LEVEL AND FINANCIAL DECISIONS; 7. NAME OF OTHER BUSINESS: FRA TOWER PARK, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 12/2021, POSITION/TITLE/RELATIONSHIP: PART OWNER, BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING OWNERSHIP;
CRS (Client Relationship Summary) - RIA
Click below to view Jeremey John Bullerman'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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 816 Tower Park Dr, Waterloo, IA 50701RIA
CRD#: 105644
WATERLOO, IA
Current
March 27, 1997 - Present
CETERA ADVISORS LLC
Office #1: 816 Tower Park Dr, Waterloo, IA 50701BD
CRD#: 10299
Waterloo, IA
Past
May 7, 2001 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
WATERLOO, IA
Past
October 3, 1995 - March 27, 1997
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
June 8, 1994 - October 5, 1995
BIRCHTREE FINANCIAL SERVICES LLC
BD
CRD#: 15014
MINNEAPOLIS, MN
Past
January 1, 1993 - May 27, 1994
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 1, 1993 - May 27, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
October 19, 1992 - December 15, 1992
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
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
Alabama(1/4/2010)
RR
Alaska(1/4/2010)
RR
Arizona(1/2/2008)
RR
Arkansas(1/4/2010)
RR
California(1/2/2008)
RR
Colorado(1/2/2008)
RR
Connecticut(1/4/2010)
RR
District of Columbia(4/4/2019)
RR
Florida(1/2/2008)
RR
Georgia(1/2/2008)
RR
Hawaii(1/4/2010)
RR
Idaho(1/4/2010)
RR
Illinois(1/2/2008)
RR
Indiana(1/2/2008)
RR
Iowa(4/2/1997)
IAR
Iowa(3/21/2024)
RR
Kansas(3/27/1997)
RR
Kentucky(1/4/2010)
RR
Maryland(9/21/2015)
RR
Massachusetts(11/26/2012)
RR
Michigan(1/2/2008)
RR
Minnesota(4/4/2001)
RR
Mississippi(9/21/2015)
RR
Missouri(1/2/2008)
RR
Nebraska(1/4/2010)
RR
Nevada(1/4/2010)
RR
New Jersey(8/29/2018)
RR
New Mexico(11/27/2018)
RR
New York(1/4/2010)
RR
North Carolina(1/4/2022)
RR
Ohio(1/4/2010)
RR
Oklahoma(1/26/2009)
RR
Oregon(4/18/2016)
RR
Pennsylvania(9/10/2020)
RR
South Carolina(9/4/2012)
RR
South Dakota(5/20/2010)
RR
Tennessee(1/2/2008)
RR
Texas(1/2/2008)
IAR
Texas(3/21/2024)
RR
Utah(11/29/2018)
RR
Virginia(1/4/2010)
RR
Washington(1/4/2010)
RR
West Virginia(10/24/2013)
RR
Wisconsin(1/2/2008)
RR
Wyoming(1/4/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
