James Koerner
James Koerner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Toms River, NJ, with 14 years of industry experience. James 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
10 Allen Street Suite 3A, Toms River, NJ, 08753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a member of Koerner Wealthcare, LLC, providing financial planning and investment services, dedicating about a quarter of his time. He is also a stockholder at Koerner & Koerner, P.A., providing tax preparation and accounting services, which is a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations9 states
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