JG
JG

Jerry Garceau

39 Years of Experience
Ishpeming, MI
1 DisclosureBrokerSells Insurance

Jerry Garceau is a registered investment advisor at Cetera Investment Advisers LLC, based in Ishpeming, MI, with 39 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

219 S Main St, Ishpeming, MI, 49849

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History

Regulatory History (1)
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Customer Dispute
March 2015
Denied
Other Business ActivitiesSells Insurance

Jerry works as an independent insurance agent for Gauthier Insurance, focusing on property and casualty insurance, dedicating nearly full-time hours. He also works as an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2017 - June 2021 · 3 yrs 9 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
January 2001 - January 2004 · 3 yrs
Pruco Securities CorporationBroker
October 1988 - January 2001 · 12 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
October 1988 - December 1993 · 5 yrs 2 mos
Mutual of Omaha Fund Management CompanyBroker
January 1987 - October 1988 · 1 yr 9 mos
State Registrations7 states
COFLILMINCTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.