Brett Jergens is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 6 years of industry experience. Brett 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
24 N Erie St, Toledo, OH, 43604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors, both financial services businesses, dedicating about a quarter of his time to each. He also owns Prosperity Tax Center LLC (as a referrer), Prosperity Holdings LLC, BRJ Financial LLC, and Prosperity Financial Planning, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Tortoise Capital Advisors, L.L.C.
Searcy Financial Services, INC.
State Registrations46 states
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