JT
Jordan J. Timmer
CETERA INVESTMENT ADVISERS LLC
CALEDONIA, MI 49316
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CRD#: 5992810
JT
Professional summary
Jordan John Timmer, who also goes by Jordan J Timmer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Caledonia, Michigan and CETERA ADVISORS LLC located in Caledonia, Michigan.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jordan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan J Timmer
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: 11/30/2012 APPROX NUMBER OF HOURS PER WEEK: 2 APPROX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 2. NAME OF OTHER BUSINESS: ESI FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL CONSULTING FIRM START DATE: 11/30/2012 APPROX NUMBER OF HOURS PER WEEK: 40 APPROX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SALES 3. NAME OF OTHER BUSINESS: RONALD MCDONALD HOUSE OF WESTERN MICHIGAN; INVESTMENT RELATED: NO; ADDRESS: 1323 CEDAR ST NE GRAND RAPIDS MI 49503; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: FINANCE & INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET, HELP WITH LOWERING EXPENSES AND FUND RAISING IDEAS; 4. NAME OF OTHER BUSINESS: ANCHOR WEALTH ADVISERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: BYRON CENTER CHRISTIAN SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 8840 BYRON CENTER AVE BYRON CENTER, MI 49315; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: FOUNDATION BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET, HELP WITH LOWERING EXPENSES AND FUND RAISING IDEAS;
CRS (Client Relationship Summary) - RIA
Click below to view Jordan John Timmer'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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7115 Kalamazoo Ave Se Ste B, Caledonia, MI 49316RIA
CRD#: 105644
CALEDONIA, MI
Current
November 30, 2012 - Present
CETERA ADVISORS LLC
Office #1: 7115 Kalamazoo Ave Se Ste B, Caledonia, MI 49316BD
CRD#: 10299
Caledonia, MI
Past
January 8, 2015 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
January 6, 2012 - November 30, 2012
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
CALEDONIA, MI
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
Arizona(12/26/2019)
RR
Arkansas(12/26/2019)
RR
Colorado(12/5/2019)
RR
Florida(11/30/2012)
RR
Illinois(1/6/2022)
RR
Indiana(8/19/2021)
RR
Kansas(9/26/2018)
RR
Massachusetts(12/10/2012)
RR
Michigan(11/30/2012)
IAR
Michigan(3/21/2024)
RR
Missouri(3/19/2019)
RR
New Mexico(1/4/2018)
RR
North Carolina(1/2/2019)
RR
Ohio(9/15/2017)
RR
Oregon(4/16/2015)
RR
Pennsylvania(3/2/2015)
RR
Texas(1/11/2017)
IAR
Texas(3/21/2024)
RR
Wisconsin(7/3/2018)
RR
Wyoming(11/30/2012)
Exams
State Security Law Exam
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
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
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Caledonia, MI 49316TRUST BUT VERIFY
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