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Von Richard Jaymes

Cetera Investment Advisers LLC

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About Von Richard Jaymes

Von Richard Jaymes has been in the financial services industry since 1999 and is currently registered with Cetera Investment Advisers LLC in Pennsylvania. Von is a registered investment advisor representative, and holds the Series 6, 7, 63 and 65 licenses. Von has worked with various firms over the years including CADARET, GRANT & CO., INC., INVESTORS BROKERAGE SERVICES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC.. Von specializes in working with high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Cetera Investment Advisers LLC is a large firm with a wide range of financial products and services available. Cetera Investment Advisers LLC is a financial services firm focused on offering investment advisory services to a variety of clients.

Firm Information

Von Jaymes is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

77 EAST KING ST

SHIPPENSBURG, PA 17257

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Von Jaymes’s Registration & Firm History

PA

06/29/2023 - Present

Cetera Investment Advisers LLC (SHIPPENSBURG PA)

NY

12/21/2006 - 08/24/2007

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

05/17/1993 - 12/31/1995

CADARET, GRANT & CO., INC. (SYRACUSE NY)

IL

09/17/1992 - 05/21/1993

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

GA

10/20/1987 - 03/23/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 7/5/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/19/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Von Richard Jaymes.
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