JB

Jeri Lynne Bitner

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
11,523 clients
Average Client Portfolio
$327K average
Assets Under Management
$3.8B

Fee Structure

NEXT Financial Group offers various advisory programs with different fee structures. These include wrap fee programs where a single fee covers account management, brokerage, and administrative services. Fees are tiered and decline as the account value increases. Clients may also incur other fees and expenses. Specific fee details are available in the program brochures.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

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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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Employment History
Current Registrations
Cadaret, Grant & Co., INC.
October 2019 - Present · 6 yrs 3 mos
Next Financial Group, INC. Broker
October 2019 - Present · 6 yrs 3 mos
Cadaret, Grant & Co., INC. Broker
October 2019 - Present · 6 yrs 3 mos
Next Financial Group, INC.
October 2019 - Present · 6 yrs 3 mos
Cuso Financial Services, L.P.
January 2007 - Present · 19 yrs
Cuso Financial Services, L.P. Broker
June 2006 - Present · 19 yrs 7 mos
Previous Registrations
Grove Point Investments, LLCBroker
October 2023 - September 2025 · 1 yr 11 mos
Scf Securities, INC.Broker
June 2021 - September 2025 · 4 yrs 3 mos
Western International Securities, INC. Broker
November 2020 - September 2025 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.