AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JM

Jere Robert Meyer

CETERA INVESTMENT ADVISERS
REDMOND, WA
·CRD# 2812504·30 years experience

Professional Summary

Jere Robert Meyer is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Redmond, Washington and CETERA WEALTH SERVICES, LLC located in Redmond, Washington. Jere is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jere has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
View profile
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
16576 Ne 120th Way, Redmond, WA 98052
June 29, 2023 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
16576 Ne 120th Way, Redmond, WA 98052
April 16, 2018 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
El Segundo, CA
April 16, 2018 - June 29, 2023
FSIC·CRD# 37813
RIA
Issaquah, WA
June 14, 2017 - April 16, 2018
FSIC·CRD# 37813
BD
Issaquah, WA
July 1, 2010 - April 16, 2018
NATIONWIDE SECURITIES, LLC·CRD# 11173
BD
Issaquah, WA
August 1, 2008 - July 6, 2010
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Issaquah, WA
April 25, 2000 - August 1, 2008
MONY SECURITIES CORPORATION·CRD# 4386
BD
New York, NY
November 12, 1996 - October 26, 1998

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2023; APX # OF HOURS PER WEEK: 4; APX # OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, LONG-TERM CARE AND OTHER: GROUP DENTAL,VISION AND VOLUNTARY LIFE; 2.NAME OF OTHER BUSINESS: BRIDGE MINISTRIES INVESTMENT RELATED: NO ADDRESS: 12356 NORTHUP WAY SUITE 103, BELLEVUE, WA 98005 NATURE OF BUSINESS: NON-PROFIT ORGANIZATION START DATE: 2016 POSITION/TITLE/RELATIONSHIP: CHARITY BOARD MEMBER APX # OF HOURS PER WEEK: 1 APX # OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS TO REVIEW HOW CHARITY IS RUNNING AND OFFER GUIDANCE ON FUNDRAISING AND OPERATIONS 3.NAME OF OTHER BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 16576 NE 120TH WAY, REDMOND, WA 98052 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 08/2016 POSITION/TITLE/RELATIONSHIP: OWNER APX # OF HOURS PER WEEK: 1 APX # OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OWNER 4.NAME OF OTHER BUSINESS: PORTAGE BAYSHORE MOORAGE DIVISION INVESTMENT RELATED: NO ADDRESS: 2524 BOYER AVE E, SEATTLE, WA 98102 NATURE OF BUSINESS: BOARD MEMBER START DATE: 2008 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 HOUR EVERY QUARTER APX NUMBER OF HOURS DURING TRADING HOURS: 1 HOUR EVERY QUARTER BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER OF CONDO-LIKE ASSOCIATION 5.NAME OF OTHER BUSINESS: APRIL & JERE MEYER INVESTMENT RELATED: NO ADDRESS: 16576 NE 120TH WAY, REDMOND, WA 98027 NATURE OF BUSINESS: BOAT SLIP START DATE: 2016 POSITION/TITLE/RELATIONSHIP: OWNER APX # OF HOURS PER WEEK: MINIMAL APX # OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWN AND RENT BOAT SLIP 6. NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 02/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX # OF HOURS PER WEEK: LESS THAN 1 ; APX # OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: CONDOMINIUM RENTAL ; 7. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: LEGAL, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: EXECUTOR, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EXECUTOR OF CLIENT ESTATE; 8. NAME OF OTHER BUSINESS: GUYER BENEFITS NW ; INVESTMENT RELATED: NO; ADDRESS: 9430 SE 52ND MERCER ISLAND, WA 98040; NATURE OF BUSINESS: MEDICAL COVERAGE REFERRALS; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: REFERRER; APX # OF HOURS PER WEEK: LESS THAN 1; APX # OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: SEND OVER REFERRALS FOR INDIVIDUAL MEDICAL COVERAGE;

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/16/2025)
RR
Arkansas
(2/20/2025)
RR
California
(4/16/2018)
RR
Colorado
(2/12/2024)
RR
Delaware
(8/16/2024)
RR
District of Columbia
(10/1/2025)
RR
Florida
(5/5/2025)
RR
Georgia
(2/12/2024)
RR
Idaho
(9/20/2021)
RR
Kentucky
(8/16/2024)
RR
Louisiana
(10/10/2025)
RR
Maryland
(4/2/2025)
RR
Michigan
(8/16/2024)
RR
Minnesota
(1/5/2022)
RR
Missouri
(1/24/2025)
RR
New York
(8/16/2024)
RR
North Carolina
(1/31/2024)
RR
North Dakota
(8/31/2023)
RR
Ohio
(1/8/2024)
RR
Oregon
(4/16/2018)
RR
Tennessee
(7/18/2023)
RR
Texas
(4/16/2018)
IAR
Texas
(6/29/2023)
RR
Utah
(8/15/2025)
RR
Vermont
(8/16/2024)
RR
Virginia
(8/16/2024)
RR
Washington
(4/16/2018)
IAR
Washington
(6/29/2023)
RR
West Virginia
(9/10/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1996About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1996About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jere Robert Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#
JM
Follow Jere
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required