TrueAdvisor
TrueAdvisor
JB
JB

Jeri Lynne Bitner

Next Financial Group, INC.
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Next Financial Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
11,523 clients
Average Client Portfolio
$327K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:None

Location

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Cadaret, Grant & CO., INC.
October 2019 - Present · 6 yrs 4 mos
Next Financial Group, INC.Broker
October 2019 - Present · 6 yrs 4 mos
Cadaret, Grant & CO., INC.Broker
October 2019 - Present · 6 yrs 4 mos
Next Financial Group, INC.
October 2019 - Present · 6 yrs 4 mos
Cuso Financial Services, L.P.
January 2007 - Present · 19 yrs 1 mo
Cuso Financial Services, L.P.Broker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Grove Point Investments, LLCBroker
October 2023 - September 2025 · 1 yr 11 mos
Scf Securities, INC.Broker
June 2021 - September 2025 · 4 yrs 3 mos
Western International Securities, INC.Broker
November 2020 - September 2025 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.