Cetera strengthens the business development team with three new hires

New team members bring key industry knowledge to accelerate strong business momentum

Cetera attracted a record $6.3 billion in assets through third quarter recruitment as advisors continue to seek independence combined with senior resources and support

LOS ANGELES, November 8, 2022 /PRNewswire/ — Cetera Financial Group, one of the largest networks of financial professionals in the United States, announced today that it has added three new team members to its business development team. Industry veteran hires add to strong business momentum, with Cetera setting a record $6.3 billion in assets from recruitment efforts in the third quarter. Cetera’s business development team has grown exponentially throughout 2022, delivering record results as the company aims for even greater growth through 2023.

The three new additions are:

  • Jeremy WilmesKLU®ChFC®CASL®RICP®joins the team as lead recruiter who will cover Florida from his house in Tampa Bay. Before joining Cetera, he was a director at Truist Life Insurance Holdings where he undertook coverage Florida, Georgia, Alabama and Texas. Jeremy spent six years working in various capacities at Allstate Life & Retirement, where he managed life and retirement insurance sales at 700 agencies and 2,000 licensed producers in five states. He is a CFP® Certification candidate and holds multiple securities registrations and financial designations and certifications.
  • Tim Petrovich joins the team as Senior Recruiter Covering California. Prior to joining Cetera, he was Regional Director of Business Development at Atria Wealth Solutions, where he established and oversaw new territory and drove the company’s revenue and growth. He also spent more than 10 years in business development at Securities America and LPL.
  • Jacob Fuchs joins the team as Sourcing and Engagement Specialist from JP Morgan Chase where he spent more than 10 years with increasing responsibilities in recruitment, onboarding, compliance and human resources. Throughout his career, he has built a track record of success in recruitment, procurement, management, HR operations, reporting, business analysis, quality assurance, sales, relationship management, retail banking and customer service.

“Jeremy, Tim and James join Cetera at a critical time as we look forward to completing a record year on positive terms and achieving even greater success in 2023,” he said John Pierce, Head of Business Development at Cetera. “As advisors continue to reassess their firm affiliations given changing industry dynamics, we are well positioned to attract the industry’s best finance professionals who are looking for a fresh start and are a better fit for their business and clients. We welcome Jeremy, Tim and James Cetera and look forward to their contributions as we continue to achieve our common goals.”

Visit www.cetera.com for more information.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial services company dedicated to bringing world-class financial advice to as many Americans as possible. Cetera empowers its professional financial communities to help clients achieve their version of financial well-being through the advisory-centric experience®. Cetera is proud to serve independent finance professionals, tax professionals, banks and credit unions in providing comprehensive financial planning and wealth management services.

Cetera monitors about $353 billion in assets under management and $122 billion in assets under management as of December 31, 2021.

Visit www.cetera.com and follow Cetera on LinkedIn, Twitter and Facebook.

“Cetera Financial Group” refers to the network of independent retail companies that includes, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) and Cetera Financial Specialists LLC. All companies are FINRA/SIPC members. Address: 655 W. Broadway, 11th Floor, San DiegoCA 92101.

Persons affiliated with Cetera firms are either registered agents who provide only brokerage services and receive transaction-based remuneration (commissions), investment advisor representatives who only provide investment advisory services and receive fees based on assets, or both registered agents and investment advisors -Representatives who can offer both types of services.

SOURCE Cetera Financial Group


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