JO
Jayme B. Orullian
CETERA INVESTMENT ADVISERS LLC
IDAHO FALLS, ID 83402
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CRD#: 2818342
JO
Professional summary
Jayme Bolt Orullian, who also goes by Jayme Orullian, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Idaho Falls, Idaho and CETERA WEALTH SERVICES, LLC located in Idaho Falls, Idaho.
Jayme is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jayme has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jayme Orullian
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: 11/2005
APX NUMBER OF HOURS PER WEEK: 2
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE;
2) NAME OF OTHER BUSINESS: WESTMARK CREDIT UNION - WESTMARK INVESTMENT SERVICES;
INVESTMENT RELATED YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: CREDIT UNION;
POSITION/TITLE/RELATIONSHIP: VP;
START DATE: 01/2008;
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
BRIEF DESCRIPTION OF DUTIES: MANAGE AND DIRECT THE INVESTMENT SERVICES DEPARTMENT;
3) NAME OF OTHER BUSINESS: WESTMARK INVESTMENT SERVICES;
INVESTMENT RELATED: YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES;
START DATE: 01/2008;
POSITION/TITLE/RELATIONSHIP: VP;
APX NUMBER OF HOURS PER WEEK: 40;
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5;
BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Jayme Bolt Orullian'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: 3040 Outlet Blvd, Idaho Falls, ID 83402Office #2: 258 East Lorene Street, Rexburg, ID 83440Office #3: 4640 North Ten Mile Road, Meridian, ID 83646Office #4: 6034 Birch Lane, Nampa, ID 83616Office #5: 6034 Birch Westmark Credit Union Nampa Branch, Nampa, ID 83687RIA
CRD#: 105644
IDAHO FALLS, ID
Current
March 3, 2005 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3040 Outlet Blvd, Idaho Falls, ID 83402Office #2: 6034 Birch Westmark Credit Union Nampa Branch, Nampa, ID 83687BD
CRD#: 13572
Idaho Falls, ID
Past
July 29, 2005 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Murray, UT
Past
December 10, 1996 - July 28, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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(7/11/2007)
RR
California(7/11/2007)
RR
Colorado(7/11/2007)
RR
Hawaii(2/13/2024)
RR
Idaho(3/8/2005)
IAR
Idaho(6/29/2023)
RR
Illinois(4/25/2025)
RR
Michigan(1/6/2016)
RR
Montana(3/18/2005)
RR
Nebraska(3/22/2016)
RR
Nevada(9/12/2019)
RR
New Mexico(12/17/2014)
RR
New York(6/10/2019)
RR
North Carolina(2/6/2024)
RR
North Dakota(8/7/2014)
RR
Oregon(2/3/2010)
RR
Texas(8/5/2016)
IAR
Texas(6/29/2023)
RR
Utah(3/18/2005)
RR
Virginia(10/9/2023)
RR
Washington(7/11/2007)
RR
Wyoming(1/14/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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.
