JK
JK

Jill Kusmirek

24 Years of Experience
Vancouver, WA
BrokerSells Insurance

Jill Kusmirek is a registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 24 years of industry experience. Jill 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

15597 SE Mill Plain Blvd, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jill is an insurance agent selling life insurance, annuities, and long-term care, dedicating a few hours per week to this activity. She also operates under Boyce Financial Group LLC as a registered representative and investment advisor representative, dedicating about a quarter of her time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
May 2001 - Present · 25 yrs
Cetera Wealth Services, LLCBroker
May 2001 - Present · 25 yrs
Previous Registrations
Cetera Advisor Networks LLC
July 2010 - June 2023 · 12 yrs 11 mos
State Registrations14 states
AZCAFLGAHIIDLAMDMTNENVORTXWA
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.
Jill Kusmirek - Financial Advisor | TrueAdvisor