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RIA / WealthAdvisor15 years in industry

JEFFREY SCOTT ZYCH

Advisor at CERITY PARTNERS LLC

DENVER, CO | NEW YORK, NY

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Search this name across graphsid dfx:ria:814109e2-e1ea-7343-c3aa-9667be812ccb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 29, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S63|S66
First exam: Nov 29, 2010
First registration: Feb 13, 2013
Dual registered: no
Other names: Jeff Scott Zych
IAPD individual key: 5760431

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS	Institutional manager	Sep 21, 2022	n/a	yes	DENVER, CO\|NEW YORK, NY	Current employment
CERITY PARTNERS LLC	Independent wealth	Apr 2, 2019	n/a	yes	DENVER, CO\|NEW YORK, NY	Current employment
KARSTEN ADVISORS	Former SEC adviser	Feb 19, 2016	Apr 1, 2019	no	FORT WORTH, TX\|Denver, CO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 1, 2013	Dec 16, 2015	no	OMAHA, NE\|WestLake, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 13, 2013	Dec 16, 2015	no	FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KARSTEN ADVISORS	CERITY PARTNERS LLC	Apr 1, 2019	Apr 2, 2019	1	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 16, 2015	Oct 1, 2013	-806	Channel change	Other
TD AMERITRADE, INC.	KARSTEN ADVISORS	Dec 16, 2015	Feb 19, 2016	65	Firm change	Other

Relationships

Registered with (5)

→ CERITY PARTNERS RETIREMENT PLAN CONSULTANTSRegistered adviserregistration: current employment
Sep 21, 2022 to presentfactForm ADV
→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Apr 2, 2019 to presentfactForm ADV
→ KARSTEN ADVISORSRegistered adviserregistration: previous registration
Feb 19, 2016 to Apr 1, 2019factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 13, 2013 to Dec 16, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 1, 2013 to Dec 16, 2015factForm ADV

Dated events

No dated event names this entity yet.