Jaime Gerber is a registered investment advisor, based in Geneva, IN, with 1 years of industry experience.
Location
435 E Line Street, Geneva, IN, 46740
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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
Cetera Wealth Services, LLC
January 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
January 2026 - Present · 4 mos
Cwm, LLC
January 2026 - Present · 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
November 2023 - December 2024 · 1 yr 1 mo
State Registrations3 states
INNCVA
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.