JM
Jere R. Meyer
CETERA INVESTMENT ADVISERS LLC
REDMOND, WA 98052
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CRD#: 2812504
JM
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, SIE and Series 6 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.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: JERE MEYER INVESTMENT RELATED: NO ADDRESS: 16576 NE 120TH WAY, REDMOND, WA 98052 NATURE OF BUSINESS: AUTO FLIPPING BUSINESS START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX # OF HOURS PER WEEK: � HOUR APX # OF HOURS DURING TRADING HOURS: � HOUR BRIEF DESCRIPTION OF DUTIES: INVESTOR IN AUTO FLIPPING BUSINESS 6.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 7. 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 ; 8. 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; 9. 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;
CRS (Client Relationship Summary) - RIA
Click below to view Jere Robert Meyer'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 16576 Ne 120th Way, Redmond, WA 98052RIA
CRD#: 105644
REDMOND, WA
Current
April 16, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 16576 Ne 120th Way, Redmond, WA 98052BD
CRD#: 13572
Redmond, WA
Past
April 16, 2018 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
June 14, 2017 - April 16, 2018
FSIC
RIA
CRD#: 37813
ISSAQUAH, WA
Past
July 1, 2010 - April 16, 2018
FSIC
BD
CRD#: 37813
ISSAQUAH, WA
Past
August 1, 2008 - July 6, 2010
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
ISSAQUAH, WA
Past
April 25, 2000 - August 1, 2008
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
ISSAQUAH, WA
Past
November 12, 1996 - October 26, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
