KJ
KJ

Kerrick Jaquith

11 Years of Experience
Beaverton, OR
Broker

Kerrick Jaquith is a registered investment advisor at Cetera Investment Advisers LLC, based in Beaverton, OR, with 11 years of industry experience. Kerrick 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6700 SW 105th Ave, Ste 317, Beaverton, OR, 97008

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History

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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Other Business Activities

Kerrick is the owner of Western Accounting & Tax Solutions, a tax preparation and accounting services business, since 2008. This activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 10 mos
Cetera Financial Specialists LLCBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Hd Vest Investment ServicesBroker
July 2014 - June 2018 · 3 yrs 11 mos
State Registrations3 states
CAORWA
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.