Jessica W. Bemer
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.
Jessica Warner Bemer, who also goes by Jessica Kathleen Bemer, Jessica Kathleen Warner, was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 2002. Jessica had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 15, 2021 - August 21, 2023
EASTERLY INVESTMENT PARTNERS LLC
May 11, 2006 - July 26, 2021
SNOW CAPITAL MANAGEMENT, L.P.
January 10, 2002 - April 17, 2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
Primary Firm SEC Registration
EASTERLY INVESTMENT PARTNERS LLC
CRD#: 299607 / SEC#: 801-114563
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EASTERLY INVESTMENT PARTNERS LLC
CRD#: 299607 / SEC#: 801-114563
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 3,054,234,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2026 | ||
| 03/06/2025 | ||
| 02/23/2024 | ||
| 03/08/2023 |
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.
