Jaycee Kertzman is a registered investment advisor, based in St. Petersburg, FL, with 6 years of industry experience.
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jaycee works as a front desk associate at Rush Cycle, a non-investment related business, dedicating a few hours per week. This activity does not occur during trading hours.
Employment History
Current Registrations
Dynasty Securities, LLCBroker
May 2023 - Present · 2 yrs 11 mos
Dynasty Wealth Management, LLC
April 2023 - Present · 3 yrs
Previous Registrations
Morgan StanleyBroker
July 2019 - August 2022 · 3 yrs 1 mo
Morgan Stanley
July 2019 - August 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - April 2019 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - April 2019 · 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.