# Jaycee Christine Kertzman

Jaycee Christine Kertzman is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with DYNASTY WEALTH MANAGEMENT, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DYNASTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153377) | 2023-04-21 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2019-07-19 | 2022-08-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-11-21 | 2019-04-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6483872)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6483872.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.