Richard J. Jurusz
Professional summary
Richard J Jurusz, who also goes by Rich Jurusz, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Hazlet, New Jersey and CETERA WEALTH SERVICES, LLC located in Hazlet, New Jersey.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Richard has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard J Jurusz's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
August 19, 2013 - September 3, 2013
WALNUT STREET SECURITIES, INC.
August 8, 2007 - September 3, 2013
WALNUT STREET SECURITIES, INC.
August 8, 2007 - September 4, 2013
TOWER SQUARE SECURITIES, INC.
August 8, 2007 - September 4, 2013
NEW ENGLAND SECURITIES
August 8, 2007 - September 4, 2013
MSI FINANCIAL SERVICES, INC.
July 31, 2006 - July 16, 2007
RYAN BECK & CO.
September 7, 2005 - June 30, 2006
WALNUT STREET SECURITIES, INC.
September 7, 2005 - June 30, 2006
TOWER SQUARE SECURITIES, INC.
September 7, 2005 - June 30, 2006
NEW ENGLAND SECURITIES
September 7, 2005 - June 30, 2006
METROPOLITAN LIFE INSURANCE COMPANY
September 7, 2005 - June 30, 2006
MSI FINANCIAL SERVICES, INC.
July 21, 2003 - August 26, 2005
RYAN BECK & CO.
June 30, 2001 - September 26, 2002
DATEK ONLINE FINANCIAL SERVICES LLC
November 22, 1999 - June 30, 2001
ICAPITAL MARKETS LLC
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/3/2013)
(1/4/2019)
(1/4/2019)
(1/4/2023)
(9/3/2013)
(6/29/2023)
(12/4/2024)
(1/4/2019)
(4/21/2020)
(4/21/2020)
(6/29/2023)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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.
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