Jeremy L. Darstek
CETERA INVESTMENT ADVISERS LLC | Financial Advisor
Naples, FL
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CRD#: 5616975
Professional summary
Jeremy L Darstek, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Naples, Florida and CETERA WEALTH SERVICES, LLC located in Naples, Florida.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeremy has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
250K
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2007 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: COLLIER COUNTY MEDICAL SOCIETY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 88 12TH ST N UNIT 200 NAPLES, FL 34102 NATURE OF BUSINESS: MEDICAL FOUNDATION START DATE: 06/2015 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE DIRECTION FOR THE FOUNDATION. REVIEW BALANCE SHEETS, TAX RETURNS, AND EXPENSES 3. NAME OF OTHER BUSINESS: VANDERBILT BEACH 203 HOLDINGS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: IDENTIFY PROPERTIES TO BUY, REMODEL, AND LEASE OUT. COMMERCIAL AND RESIDENTIAL; 4. NAME OF OTHER BUSINESS: PERSONALIZED PHYSICIAN CARE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SPOUSE IS A MEDICAL DOCTOR WHO OPERATES HER CONCIERGE PRACTICE UNDER THIS ENTITY. START DATE: 09/2009 POSITION/TITLE/RELATIONSHIP: CEOOWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: GENERAL DIRECTION OF ORGANIZATION. MANAGE BOOKS AND RECORDS. OFFER MARKETING ADVICE. HIRIND AND FIRING OF EMPLOYEES; 5. NAME OF OTHER BUSINESS: JD PRIVATE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy L Darstek'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: 2020
Experience
Current
September 2, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
Naples, FL
Current
September 2, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2350 Vanderbilt Beach Road Suite 203, Naples, FL 34109BD
CRD#: 13572
Naples, FL
Past
July 16, 2019 - September 5, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Naples, FL
Past
July 15, 2019 - September 5, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Naples, FL
Past
July 15, 2015 - August 2, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
NAPLES, FL
Past
July 8, 2015 - August 2, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
NAPLES, FL
Past
November 10, 2011 - May 19, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
FORT MYERS, FL
Past
October 27, 2011 - May 19, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FORT MYERS, FL
Past
August 9, 2010 - December 31, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
FORT MYERS, FL
Past
July 28, 2010 - December 31, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
FORT MYERS, FL
Past
February 4, 2010 - July 8, 2010
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
NAPLES, FL
Past
December 5, 2008 - July 8, 2010
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NAPLES, 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
California(9/2/2025)
RR
Colorado(9/2/2025)
RR
Florida(9/2/2025)
IAR
Florida(9/5/2025)
RR
Iowa(9/2/2025)
RR
Massachusetts(9/2/2025)
RR
Missouri(9/2/2025)
RR
New Jersey(9/2/2025)
RR
New York(9/2/2025)
RR
Pennsylvania(9/2/2025)
RR
Tennessee(9/2/2025)
RR
Texas(9/2/2025)
IAR
Texas(9/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Financial AdvisorCRD#: 105644Naples, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
