# Jeffrey Kerman

> Jeffrey Kerman is a fee-only financial advisor at Premier Wealth Advisors in New York, New York. Premier Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-kerman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Premier Wealth Advisors
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $555.1M across 741 accounts
- **CRD:** 5448928 (https://adviserinfo.sec.gov/individual/summary/5448928)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 66 (2007)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.yourpremierwealth.com

## Frequently asked questions

### Is Jeffrey Kerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Premier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Premier Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Kerman based?

Jeffrey Kerman is based in New York, New York.

### Is Jeffrey Kerman registered with the SEC?

Yes. Jeffrey Kerman is registered as an investment adviser representative in NJ and NY (CRD 5448928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Premier Wealth Advisors manage?

Premier Wealth Advisors reports $555.1M across 741 accounts in assets under management.

### How do I contact Jeffrey Kerman?

Through Jeffrey's website, www.yourpremierwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5448928): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.