Jeffrey Kerman
Premier Wealth Advisors · New York, New York
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.
Request an introduction to Jeffrey →
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 | $555.1M across 741 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 5448928 |
| Exams passed | Series 66 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.yourpremierwealth.com |
How Jeffrey's firm compares
- Premier Wealth Advisors's average account is about $749,000, from its Form ADV (assets managed divided by 741 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.