Jim Germer
Jim Germer is a registered investment advisor at Cetera Investment Advisers LLC, based in Bradenton, FL, with 28 years of industry experience. Jim 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
3655 Cortez Rd W, Ste 110, Bradenton, FL, 34210
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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
Jim owns Jim G. Germer, CPA PA dba Jim Germer Financial Corporation, providing tax, accounting, and financial services, dedicating a full-time workload to it. He also owns JG Germer, a creative media service, and manages Palma Sola Real Estate Development LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations10 states
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