JK
Jessica K. King
CETERA INVESTMENT ADVISERS LLC
STUART, FL 34994
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CRD#: 5613982
JK
Professional summary
Jessica Kramser King, who also goes by Jessica Kristen Kramser, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Stuart, Florida and CETERA FINANCIAL SPECIALISTS LLC located in Stuart, Florida.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jessica has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Kristen Kramser
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. ASSISTANT TO ADAM PALAS, FINANCIAL ADVISOR, INVESTMENT-RELATED, ADDRESS SAME AS REGISTERED LOCATION, ADMINISTRATIVE ASSISTANT, 20H/WEEK, START 8/2017 2. BRIDGE FINANCIAL, NOT INVESTMENT RELATED, SAME ADDRESS AS REGISTERED BRANCH, TAX ACCOUNTANT, START 09/2016, 24H/WEEK 3. JESSICA KRAMER, NOT INVESTMENT RELATED, LOXAHATCHEE, FL, PERSONAL AND CORPORATE TAX PREP, PAID COMMISSION OF BILLED SERVICES, SINCE 08/2017, 20H/WEEK 4.BRIDGE FINANCIAL; STUART, FL; INVESTMENT RELATED; TAX ACCOUNTANT; DBA FOR FINANCIAL SERVICES; FINANCIAL ADVISOR; PERSONAL AND CORPORATE TAX PREPARATION AND BOOKKEEPING; SINCE 01/2019; 120 HRS/MO 5) NAME OF OTHER BUSINESS: JESSICA KING CORP; INVESTMENT RELATED: NO; ADDRESS: 16684 78TH RD N, LOXAHATCHEE, FL 33470; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CORP SET UP FOR COMMISSIONS
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Kramser King'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
October 24, 2017 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 119 Sw 6th St, Stuart, FL 34994RIA
CRD#: 105644
STUART, FL
Current
September 7, 2017 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 119 Sw 6th St, Stuart, FL 34994BD
CRD#: 10358
Stuart, FL
Past
February 26, 2015 - October 13, 2015
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Palm Beach Gardens, FL
Past
July 21, 2014 - October 13, 2015
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Palm Beach Gardens, FL
Past
December 8, 2010 - July 22, 2014
OSAIC WEALTH, INC.
BD
CRD#: 23131
PALM BEACH GARDENS, FL
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(10/24/2017)
IAR
Florida(10/24/2017)
RR
South Carolina(2/23/2024)
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#: 105644Stuart, FL 34994TRUST BUT VERIFY
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