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JEFFREY DEVEREAUX LANCASTER

JEFFREY D. LANCASTER

Some features on this profile are disabled
CRD#: 4360489
JEFFREY DEVEREAUX LANCASTER

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

JEFFREY DEVEREAUX LANCASTER, CFP® was a registered financial professional .

JEFFREY is a previously registered financial professional and started their career in finance in 2004. JEFFREY had worked at 3 firms .

Biography

Jeff is a Partner based in the San Francisco office. He is responsible for providing expertise in tax planning and investment management to both affluent individuals and organizations. Providing well-researched, objective, and independent financial advice, Jeff strives to meet each client’s investment objectives under the parameters established by the client and with a focus on risk management and tax efficiency. Before joining Cerity Partners, Jeff was a Principal at B|O|S where he analyzed international economic developments and financial markets for the firm. As a member of both the Investment Committee and Financial Planning Committee, he helped shape the firm’s approach to international investing, provided financial oversight related to budgeting and financial reporting, and monitored internal accounting policies. Prior to B|O|S, Jeff spent seven years with the U.S. State Department’s diplomatic corps, four of which he spent in Japan addressing international economic issues and supporting trade negotiations. Jeff has also served as an investment market analyst and as a regular commentator for KTVU Channel 2’s morning news program in the San Francisco Bay Area.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 1999

Education

Amherst College

B.A. - Political Science

Experience

Past

March 30, 2022 - April 14, 2025

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

RIA
CRD#: 164198
SAN FRANCISCO, CA
Past

November 3, 2021 - April 14, 2025

CERITY PARTNERS LLC

RIA
CRD#: 151559
SAN FRANCISCO, CA
Past

January 6, 2004 - November 1, 2021

B|O|S

RIA
CRD#: 110496
SAN FRANCISCO, CA

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".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 Approved)
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Contact information

Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

RPA ADV PART 2A (9/18/2025)

Regulatory assets under management

Total Number of Accounts622
AUM (Assets Under Management)$ 18,953,321,052

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.

Company Information

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PARTNERCRD#: 164198

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