Elyse Jurman
Elyse Jurman is a registered investment advisor at Cetera Investment Advisers LLC, based in Highland Beach, FL, with 28 years of industry experience. Elyse 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
Firm Size
IM Fee
Assets Under Management
Location
Highland Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Elyse is the President/Owner of Diversified Financial Solutions, Inc. since 2013, providing insurance, financial, and advisory services, dedicating full-time hours. She also works as an insurance agent selling life, disability, long-term care, and annuities, spending a few hours per week, and owns EJ Designs LLC, an interior decorating business, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Guggenheim Funds Distributors, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
State Registrations16 states
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