Jeri L. Bitner

CUSO FINANCIAL SERVICES, L.P.

San Diego, CA 92131

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CRD#: 4666852

Professional summary

Jeri Lynne Bitner, who also goes by Jeri Lynne Robinson, is a registered financial advisor currently at CUSO FINANCIAL SERVICES, L.P. located in San Diego, California.

Jeri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jeri has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeri Lynne Robinson

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.

NAME OF THE OTHER BUSINESS: BLOSSOM VALLEY LANDSCAPE DESIGN INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: CONDUCTS BUSINESS FROM RESIDENCE YOUR POSITION OR TITLE: OWNER NATURE OF THE OTHER BUSINESS: PRIVATE START DATE: 07/01/2000 APPROXIMATE NUMBER OF HOURS/MONTH: 10 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: LANDSCAPE DESIGN AND CONSULTATION COMPENSATION: YES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeri Lynne Bitner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeri Lynne Bitner's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 31, 2007 - Present

CUSO FINANCIAL SERVICES, L.P.

Office #1: 10150 Meanley Drive 1st Floor, San Diego, CA 92131

RIA

CRD#: 42132

San Diego, CA

Current

June 30, 2006 - Present

CUSO FINANCIAL SERVICES, L.P.

Office #1: 10150 Meanley Drive 1st Floor, San Diego, CA, 92131

RIA

CRD#: 42132

San Diego, CA

Current

October 17, 2019 - Present

NEXT FINANCIAL GROUP, INC.

Office #1: 11740 Katy Freeway Suite 600, Houston, TX 77079

RIA

CRD#: 46214

Houston, TX

Current

October 17, 2019 - Present

CADARET, GRANT & CO., INC.

Office #1: 100 Madison Street Suite 1300, Syracuse, NY 13202

CRD#: 10641

Syracuse, NY

Past

October 5, 2023 - September 4, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

June 18, 2021 - September 4, 2025

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

November 10, 2020 - September 4, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

PASADENA, 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".

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES | CUSO FINANCIAL SERVICES, LTD. | CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132 / SEC#: 801-60300, 8-49711

RIA

Registered Investment Advisory firm - SEC (5/31/2001 Approved)

Alaska

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

California

Registered Investment Advisory firm - SEC (5/31/2001 Terminated)

Colorado

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Florida

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Indiana

Registered Investment Advisory firm - SEC (11/8/2001 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (10/2/2001 Terminated)

Maryland

Registered Investment Advisory firm - SEC (6/11/2001 Terminated)

Michigan

Registered Investment Advisory firm - SEC (12/4/2001 Terminated)

Minnesota

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Missouri

Registered Investment Advisory firm - SEC (5/31/2001 Terminated)

Nevada

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (10/12/2006 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (7/6/2001 Terminated)

Texas

Registered Investment Advisory firm - SEC (7/12/2001 Terminated)

Virginia

Registered Investment Advisory firm - SEC (6/7/2001 Terminated)

Washington

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(1/31/2007)

IAR

California
(1/31/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/25/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/18/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES | CUSO FINANCIAL SERVICES, LTD. | CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132 / SEC#: 801-60300, 8-49711

RIA

Registered Investment Advisory firm - SEC (5/31/2001 Approved)

Alaska

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

California

Registered Investment Advisory firm - SEC (5/31/2001 Terminated)

Colorado

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Florida

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Indiana

Registered Investment Advisory firm - SEC (11/8/2001 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (10/2/2001 Terminated)

Maryland

Registered Investment Advisory firm - SEC (6/11/2001 Terminated)

Michigan

Registered Investment Advisory firm - SEC (12/4/2001 Terminated)

Minnesota

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Missouri

Registered Investment Advisory firm - SEC (5/31/2001 Terminated)

Nevada

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (10/12/2006 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Ohio

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (7/6/2001 Terminated)

Texas

Registered Investment Advisory firm - SEC (7/12/2001 Terminated)

Virginia

Registered Investment Advisory firm - SEC (6/7/2001 Terminated)

Washington

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (6/6/2001 Terminated)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

10150 Meanley Drive 1st Floor 1st Floor, San Diego, CA, 92131

Mailing Address

10150 Meanley Drive 1st Floor, San Diego, CA, 92131

Phone number

(858) 530-4400

Established

California since 11/07/1996

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

791

SEC notice filing (53 States and Territories)

FINRA licenses (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CUSO FINANCIAL WRAP FEE PROGRAM BROCHURE MARCH 2025 (3/28/2025)

CFS FORM ADV PART 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
AWS 3, INC.	LIMITED PARTNER
AWS 1, LLC	GENERAL PARTNER
HAWLEY, AMANDA CANDELMO	CORPORATE SECRETARY	3214453
MADURSKI, ANGELA JILL	FINOP
SIMONSON, MARY KATHRYN	ADVISORY CHIEF COMPLIANCE OFFICER	1297398
SIMONSON, MARY KATHRYN	CHIEF COMPLIANCE OFFICER	1297398

Regulatory assets under management

Total Number of Accounts	29,354
AUM (Assets Under Management)	$ 5,378,345,125

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
01/10/2024	Cover Page	Report
12/14/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jeri L. Bitner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeri Lynne Bitner's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeri Lynne Bitner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSO FINANCIAL SERVICES, L.P.

NEXT FINANCIAL GROUP, INC.

CADARET, GRANT & CO., INC.

GROVE POINT INVESTMENTS, LLC

SCF SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

Primary Firm SEC Registration

CUSO FINANCIAL SERVICES, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2007

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/29/2006

Series 24

Date: 10/18/2006

FINRA

Current Firm

CUSO FINANCIAL SERVICES, L.P.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (6 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

CUSO FINANCIAL SERVICES, L.P.

TRUST BUT VERIFY

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