DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jared Michael Kersten

Cetera Investment Advisers LLCBD affiliatedPlymouth, Midual registrantIAPD 6015816

Feed of 09/14/2026

Also filed as Jared M Kersten

At current firm

1 y

since May 21, 2025

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since May 21, 2025 · Plymouth, Mi
Confidence Wealth Management, Inc. independent RIA
Nov 14, 2024 to May 19, 2025 · Los Angeles, Ca
Empower Advisory Group, LLC BD affiliated
Sep 25, 2023 to Nov 13, 2024 · Greenwood Village, Co
Reserve Fund Advisers state registered
May 30, 2023 to Jun 19, 2023 · Glenview, Il
Fisher Investments independent RIA
Oct 17, 2018 to Jul 11, 2022 · Plano, Tx
Pnc Wealth Management BD affiliated
Jun 13, 2017 to Nov 1, 2018 · Ann Arbor, Mi
Citizens Securities, Inc. BD affiliated
Feb 3, 2016 to Sep 7, 2016 · Toledo, Oh

Moves

a registration end followed by a registration begin elsewhere

Confidence Wealth Management, Inc. to Cetera Investment Advisers LLC
left May 19, 2025, registered May 21, 2025 (2 days) · RIA to affiliated broker-dealer or bank
Empower Advisory Group, LLC to Confidence Wealth Management, Inc.
left Nov 13, 2024, registered Nov 14, 2024 (1 days) · Affiliated broker-dealer or bank to independent RIA
Reserve Fund Advisers to Empower Advisory Group, LLC
left Jun 19, 2023, registered Sep 25, 2023 (98 days) · Other
Fisher Investments to Reserve Fund Advisers
left Jul 11, 2022, registered May 30, 2023 (323 days) · RIA to a state-registered adviser
Pnc Wealth Management to Fisher Investments
left Nov 1, 2018, registered Oct 17, 2018 (-15 days) · Affiliated broker-dealer or bank to independent RIA
Citizens Securities, Inc. to Pnc Wealth Management
left Sep 7, 2016, registered Jun 13, 2017 (279 days) · Other

Signals

Jared Michael Kersten left Confidence Wealth Management, Inc. for Cetera Investment Advisers Llc (registered 2025-05-21)
May 19, 2025 · Advisor changed firm · fact
Jared Michael Kersten left Empower Advisory Group, Llc for Confidence Wealth Management, Inc. (registered 2024-11-14)
Nov 13, 2024 · Advisor changed firm · fact
Jared Michael Kersten left Reserve Fund Advisers for Empower Advisory Group, Llc (registered 2023-09-25)
Jun 19, 2023 · Advisor changed firm · fact
Jared Michael Kersten left Fisher Investments for Reserve Fund Advisers (registered 2023-05-30)
Jul 11, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address