Jean Kerr is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 18 years of industry experience.
Location
Minnetonka, MN
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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.
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Jean is the President of J E Kerr Tax Service, Inc., providing tax preparation and business management services since 2013. This takes nearly all of Jean's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
December 2013 - September 2025 · 11 yrs 9 mos
Avantax Investment Services, INC.Broker
October 2007 - September 2025 · 17 yrs 11 mos
State Registrations1 state
MN
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.