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Jerome Repovz

34 Years of Experience
Brighton, MI
1 DisclosureBrokerSells Insurance

Jerome Repovz is a registered investment advisor at Cetera Investment Advisers LLC, based in Brighton, MI, with 34 years of industry experience. Jerome 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

306 E Main St, Brighton, MI, 48116

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2012
Other Business ActivitiesSells Insurance

Jerome is the president of Sound Financial Services, Inc., involved in insurance and investment-related activities, dedicating about half of his time. He also owns rental property and works as an insurance agent selling various insurance products, including life, health, disability, fixed annuities, and long-term care.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
December 2012 - May 2021 · 8 yrs 5 mos
Summit Brokerage Services, INC.Broker
November 2012 - September 2019 · 6 yrs 10 mos
Securities America Advisors, INC.
February 2011 - November 2012 · 1 yr 9 mos
Securities America, INC.Broker
January 2009 - November 2012 · 3 yrs 10 mos
Brecek & Young Advisors, INC.Broker
September 2001 - January 2009 · 7 yrs 4 mos
Sii Investments, INC.Broker
August 1997 - September 2001 · 4 yrs 1 mo
Mariner Financial Services, INC.Broker
February 1994 - August 1997 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
November 1991 - February 1994 · 2 yrs 3 mos
State Registrations19 states
AZCACOFLGAILINKYMAMIMONCOHPATNTXVAVTWA
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.
Jerome Repovz - Financial Advisor | TrueAdvisor