Gregory Thomas Jacobs

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

• 02/2010 → 12/2023
  Lpl Financial, Llc
  San Diego, CA
• 01/2024 → Present
  Cetera Investment Advisers
  Shelbyville, KY
• 12/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2010-02-02 → 2023-12-07
  Lpl Financial Llc
  San Diego, CA
  Shelbyville, KY
  Shelbyville, KY
  Fort Mill, SC
• 2006-07-19 → 2010-03-10
  Uvest Financial Services Group, Inc.
  Shelbyville, KY
  Shelbyville, KY

Other Businesses

YOUR DAD FOREVER, MENTORING ORGANIZATION, 100% OWNER, 1/HR/WK; CHAIRPERSON OF THE COMPASSIONATE FRIENDS OF SHELBY COUNTY KY, 1/HR/MO

Exams

• S66 Uniform Combined State Law Examination
  2006-07-12
• S65 Uniform Investment Adviser Law Examination
  1998-08-31
• S63 Uniform Securities Agent State Law Examination
  1997-09-30

Other Names

• Greg Jacobs
• Gregory T Jacobs