JD
CFP
JD
CFP
Jeremy Darstek is a CFP-designated registered investment advisor, based in Naples, FL, with 16 years of industry experience.
Location
Naples, FL
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Regulatory History (1)
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Customer Dispute
September 2019Denied
Other Business ActivitiesSells Insurance
Jeremy is an independent insurance broker since 2007, selling disability income and other insurance products. He also holds leadership positions in several companies, including Darstek, Personalized Physician Care LLC, Personalized Business Consulting LLC, and Vanderbilt Beach 203 Holdings LLC, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2019 - September 2025 · 6 yrs 2 mos
Ameriprise Financial Services, LLCBroker
July 2019 - September 2025 · 6 yrs 2 mos
LPL Financial LLC
July 2015 - August 2019 · 4 yrs 1 mo
LPL Financial LLCBroker
July 2015 - August 2019 · 4 yrs 1 mo
AXA Advisors, LLC
November 2011 - May 2015 · 3 yrs 6 mos
AXA Advisors, LLCBroker
October 2011 - May 2015 · 3 yrs 7 mos
Securian Financial Services, INC.
August 2010 - December 2010 · 4 mos
Securian Financial Services, INC.Broker
July 2010 - December 2010 · 5 mos
Park Avenue Securities LLC
February 2010 - July 2010 · 5 mos
Park Avenue Securities LLCBroker
December 2008 - July 2010 · 1 yr 7 mos
State Registrations11 states
CACOFLIAMAMONJNYPATNTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.