Jeffrey Vert is a registered investment advisor, based in Burien, WA, with 26 years of industry experience.
Location
920 SW 152nd St, Suite 101, Burien, WA, 98166
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several businesses, including rental property management, accounting/tax preparation services, and Avantax insurance sales. He dedicates nearly full-time hours to tax preparation services and minimal time to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Titan/value Equities Group, INC.Broker
Financial Network Investment CorporationBroker
American Pacific Securities CorporationBroker
Pfg Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.