Jeffrey Alan Kerman

Financial advisor at Premier Wealth Advisors, LLC · New York, NY

Last updated 2026-10-10

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Jeffrey Alan Kerman is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, CRD 5448928. Licenses and exams on the registration: Series 66. IAPD registration began 2008-01-30.

Registration

CRD number
5448928
Registration status
Active
IAPD registration
2008-01-30
Industry Experience
18 years
Work Experience
18 years
States registered
NJ, NY

Licenses and exams

  • Series 66

Work history

  • 2007-11 to 2022-09 · First Allied Securities, Inc · San Diego, CA
  • 2012-07 to 2020-11 · First Allied Advisory Services, Inc. · Chesterfield, MO
  • 2016-09 to Present · Premier Wealth Advisors, LLC · New York, NY
  • 2020-11 to Present · First Allied Advisory Services · Schaumburg, IL
  • 2022-09 to Present · Cetera Advisors LLC · New York, NY

Current employment

SEC IAPD record for Jeffrey Alan Kerman

Premier Wealth Advisors, LLC

Regulatory AUM
$555,064,406
Registered advisors
6
Offices
1
Clients per advisor
107.2 (Moderate)
Average AUM per client
$863.2K (Low)
High-net-worth client ratio
39.0% (Moderate)

Premier Wealth Advisors, LLC: advisors, services and reported ETF investments

About

Jeffrey Alan Kerman is a financial advisor at Premier Wealth Advisors, LLC in New York, NY. Reported securities licenses include Series 66. The latest record indicates 18 years of industry experience and 18 years of reported work history. Reported roles include Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, Inc, First Allied Advisory Services, Inc..

SEC disclosures list additional business and community activities: 1) N/a (sole Proprietor) - Not Investment-Related - 14 E: 60th st; Suite 402, new york, ny 10022 - law practice - licensed attorney - 7/22/07 - 4 hrs/month - 2 hrs/month during trading hours - provide tax law, estate planning, asset protection, and elder law services.

Premier Wealth Advisors, LLC's firm-level Form ADV reports 6 advisors across 1 offices; approximately 107.2 clients per advisor, average assets per client of $863,242, and regulatory AUM of $555.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Premier Wealth Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services

Location

1411 Broadway, New York, NY 10018

6 advisors at this office.

Premier Wealth Advisors office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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