Jeremy Sorci has been Principal, Director, Chief Compliance Officer, Vice President of Premier Financial Group since January 2020, is not listed as a control person, but directly owns under 5% of the firm. Jeremy Sorci holds a Bachelor of Arts in Studio Art from Humboldt State University and an M.B.A. from Humboldt State University.
Premier Financial Group Inc is an Eureka, CA firm with $820M under management, 593 clients and 12 advisers in one office, as of its March 2026 filing.
Jeremy Sorci is Vice President, Principal and Advisor of Premier Financial Group. In addition to serving clients directly, he is the firm's Chief Compliance Officer and Director of Business Development. He has 16 years of experience in investments and earlier worked at Bank of Stockton Trust & Investment Group, as Operations Coordinator and then Investment Portfolio Manager, from 2005 to 2012.
- Premier Financial Group IncCurrent– present · 13 yearsEureka, CA · Adviser representative · Firm CRD 107314
Professional designations
Listed by Premier Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeremy Sorci is registered as an investment adviser representative in California, since January 2013.
- CaliforniaSince 21 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremy Robert Sorci
- CRD
- 6128429
- Firm
- Premier Financial Group · CRD 107314
- Role
- Principal, Director, Chief Compliance Officer, Vice President
- Office
- 725 SIXTH STREET, Eureka, CA 95501-1103
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- premierfinancial.com
Where does Jeremy Sorci work?
Jeremy Sorci has been Principal, Director, Chief Compliance Officer, Vice President of Premier Financial Group Inc since January 2020.
Is Jeremy Sorci a financial advisor?
Yes. Jeremy Sorci has a current investment-adviser registration in California, through Premier Financial Group since January 2013.
How many years of experience does Jeremy Sorci have?
Jeremy Sorci has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Jeremy Sorci passed?
Jeremy Sorci passed the Series 65 in January 2013.
Where is Jeremy Sorci based?
Jeremy Sorci’s registered office is in Eureka, CA.
Is Jeremy Sorci registered with FINRA?
No. Jeremy Sorci has no current broker registration.
Is Jeremy Sorci a CFP?
Premier Financial Group lists Jeremy Sorci with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jeremy Sorci, CFP®, AFIM® biography, premierfinancial.com
How can I verify Jeremy Sorci’s record?
Search CRD 6128429 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Sorci’s full registration record.
