JS
Jared M. Skemp
CETERA INVESTMENT ADVISERS LLC
ERIE, PA 16505
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CRD#: 4203805
JS
Professional summary
Jared Michael Skemp, who also goes by Jared Skemp, Jared M Skemp, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Erie, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Erie, Pennsylvania.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jared has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Skemp | Jared M Skemp
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) SKEMP FINANCIAL SERVICES LLC POSITION: Member NATURE: I offer full financial services. Meet with clients, go over goals, help determine which investment solutions are right for them and then implement a plan and continue to service them. Offer retirement income planning, investments, insurance solutions, and other investment related needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/02/2025 ADDRESS: 4234 Market Street, Suite A1, Warren PA 16365, United States DESCRIPTION: Meet with clients review their goals and investments, make recommendations & implement investment solutions. Help them with retirement income planning, all retirement questions, insurance solutions & legacy planning, safe investment options, and all other investment related matters. Also provide insight and guidance and advice related toor pertaining to investments and insurance 2) THREE BRIDGES PRIVATE CAPITAL LP- SERIES SAFE POSITION: Limited Partner NATURE: Company looks to partner with large medical facilities and pharmaceutical companies in developing a number of at home self administered testing devices for various health ailments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2021 ADDRESS: 5455 Wiltshire Blvd., ste 1260, Los Angeles CA 90001, United States DESCRIPTION: None- it was a venture capital start up, i have zero hours, and zero responsibilities, and no authority, and make no income from it.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Skemp'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2820 W 21st St Suite 216, Erie, PA 16505Office #2: 4234 Market St, Warren, PA 16365RIA
CRD#: 105644
ERIE, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2820 W 21st Street Suite 216, Erie, PA 16505Office #2: 4234 Market St., Warren, PA 16365BD
CRD#: 13572
Erie, PA
Past
March 10, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Warren, PA
Past
March 10, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Warren, PA
Past
September 21, 2016 - March 12, 2025
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
WARREN, PA
Past
September 21, 2016 - March 12, 2025
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
WARREN, PA
Past
September 9, 2009 - September 21, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
ERIE, PA
Past
September 8, 2009 - September 21, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ERIE, PA
Past
November 10, 2004 - September 2, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
ERIE, PA
Past
December 15, 2003 - October 28, 2004
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
May 28, 2003 - December 3, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
PITTSBURGH, PA
Past
August 6, 2001 - December 3, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
September 7, 2000 - July 11, 2001
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
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
Florida(9/5/2025)
RR
New York(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
Virginia(9/5/2025)
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.
