Jed M. Inzerella
CETERA INVESTMENT ADVISERS LLC
NEW IBERIA, LA 70560
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CRD#: 4261355
Professional summary
Jed Matthew Inzerella, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New Iberia, Louisiana and AVANTAX PLANNING PARTNERS, INC. located in New Iberia, Louisiana.
Jed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jed has worked at 8 firms and has passed the Series 66, SIE and Series 7 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) FIXED INSURANCE SALES, BOLI POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2013 DESCRIPTION: SALE OF BANK OWNED LIFE INSURANCE (BOLI) TO ONE OF OUR BANK CLIENTS. CORE GROUP DID NOT HAVE THE PRODUCT AVAILABLE SO WE ARE PLACING THE BUSINESS WITH MASS MUTUAL OF WHICH I AM SHARING IN THE COMMISSION WITH OTHER AGENTS. SALE OF BOLI TO COMMUNITY FIRST BANK. 2) WAX LAKE VENTURES, LLC POSITION: MEMBER/MANAGER NATURE: LIABILITY PROTECTION INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2009 ADDRESS: New Iberia LA 70560, United States DESCRIPTION: Liability protection 3) DARNALL SIKES WEALTH PARTNERS (formerly DSF WEALTH MANAGEMENT LLC) POSITION: Member Manager and Financial Advisor NATURE: entity used to market wealth management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/09/2018 ADDRESS: 1101 E. Admiral Doyle Dr., New Iberia LA 70560, United States DESCRIPTION: Normal duties associated with a financial advisor 4) JMI, LLC POSITION: OWNER NATURE: THE COMPANY MAKES INVESTMENTS IN VARIOUS PRODUCTS. THE INVESTMENT THAT IS GOING TO TAKE PLACE CURRENTLY IS AN INVESTMENT IN PIPE THROUGH A JOINT VENTURE THAT IS A CLIENT OF THE INZERELLA FELDMAN ACCOUNTING FIRM AND DSF WEALTH MANAGEMENT, L.L.C. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2018 ADDRESS: 1101 E ADMIRAL DOYLE DR STE 106, NEW IBERIA LA 70560, United States DESCRIPTION: MEMBER-MANAGER
CRS (Client Relationship Summary) - RIA
Click below to view Jed Matthew Inzerella'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®
CFP®
Start date: 2004
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560RIA
CRD#: 105644
NEW IBERIA, LA
Current
October 22, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560RIA
CRD#: 106237
NEW IBERIA, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560BD
CRD#: 13572
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEW IBERIA, LA
Past
July 1, 2008 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
NEW IBERIA, LA
Past
October 8, 2007 - June 30, 2008
INVESTMENT AND FINANCIAL CONSULTING, L.L.C.
RIA
CRD#: 129714
NEW IBERIA, LA
Past
October 4, 2002 - October 5, 2007
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
NEW IBERIA, LA
Past
September 29, 2000 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
NEW IBERIA, LA
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
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/18/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kentucky(9/18/2025)
RR
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Mississippi(9/18/2025)
RR
Missouri(9/5/2025)
RR
Montana(9/5/2025)
RR
Nebraska(9/22/2025)
RR
New Hampshire(9/18/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/18/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/18/2025)
RR
Tennessee(9/15/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/18/2025)
Exams
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644New Iberia, LA 70560TRUST BUT VERIFY
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