Kurt Jamiel, financial advisor Warren RI

Kurt Jamiel

CRD Number: 2692358
Current Firm: Cetera Investment Advisers LLC

Kurt Jamiel (CRD# 2692358) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warren, RI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Quiet Keeper Warren, RI Dec 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Fleapost, Inc. Boston, MA Aug 2001 - Current 22
Summit Financial Group Warren, RI Apr 2014 - May 2021 7
Summit Brokerage Services Inc. Warren, RI Apr 2014 - Sep 2019 5
Capitol Securities Mangement Inc. Warren, RI Jul 2006 - Apr 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kurt H. Jamiel
Phone Number: 888-528-2987
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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