Keith Richard Jacobson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-01-01 → 2010-04-21
  Wells Fargo Clearing Services, Llc
  Fairhope, AL
• 2002-05-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fairhope, AL
  Fairhope, AL
  St. Louis, MO

Other Businesses

1) INSURANCE, 304 ST. CHARLES COURT, FAIRHOPE, AL 36532. 2) HARRY & SHERRY JACOBSON-BEYER, 1405 SOUTH 1ST STREET, LOUISVILLE, KY, 40208, VACATION RENTAL, PROPERTY MANAGEMENT, 5HR/WK.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-01
• S63 Uniform Securities Agent State Law Examination
  2002-06-07

Other Names

• Walter Keith Meade
• Keith Richard Jacobson-Beyer