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Robert Jeffers

Chief Operations Officer at Cerity Partners

Officer record from the firm’s Form ADVForm ADV filed 13 July 2026

Robert Jeffers is Chief Operations Officer of Cerity Partners LLC, a New York investment adviser.

Role at Cerity Partners

Title on Schedule A
Chief Operations Officer
Control
Robert Jeffers is a control person of Cerity Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Jeffers has held the filed role since January 2026.

The firm

Cerity Partners LLC
New York, NY

Form ADV filed 13 July 2026

$162B AUM26,230 clients1,102 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Robert Jeffers is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Robert Jeffers
CRD
8245703
Firm
Cerity Partners LLC
Record basis
Form ADV officer listing
Firm bio
ceritypartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Robert is a Partner and the Chief Operating Officer of Cerity Partners, based in Boston. As a member of the firm’s Leadership Team, he oversees operations, technology, compliance, facilities, and billing. CERITY PARTNERS LLC official biography — Robert Jeffers

Common questions

Where does Robert Jeffers work?

Robert Jeffers has been Chief Operations Officer of Cerity Partners LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 July 2026

Leadership at Cerity Partners

Sources

  1. IAPD individual lookup, CRD 8245703. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Cerity Partners LLC, filed 13 July 2026. Title, control and ownership bands.
  3. Cerity Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Jeffers or Cerity Partners LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.