Jeffrey Alan Kerman

Jeffrey Alan Kerman

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Rating: 7.0

Licensed for 20 years

Financial markets and services Lawyer at New York, NY
Practice Areas: Financial Markets and Services, Elder Law, Tax ... +2 more

14 E 60th St., Suite 402, New York, NY

About Jeffrey

Practice Areas

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Licenses

Licensed in New York for 20 years

State: New York

Acquired: 2006

Currently Registered

No misconduct found

Licensed in Connecticut for 20 years

State: Connecticut

Acquired: 2005

Active

No misconduct found

Location

Wealth Partners Advisors, LLC

14 E 60th St., Suite 402, New York, NY, 10022-7141

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Jeffrey Alan Kerman's Reviews

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Experience

Rating:  7.0 (Very Good)

Honors

2014

Five Star Professional Wealth Manager Award, Five Star Wealth Management Professional Multi-Year Award Winner

Work Experience

2008 - Present

Senior Managing Director, Wealth Partners Advisors LLC

Education

N/A

Pace Law School

Speaking Engagements

2014

2014 NYSBA Senior Lawyers Section Meeting

Update on Retirement Income Planning

Publications

2013

Tax Notes A Tax Protected Roth Conversion Strategy
Avvo Rating

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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution