Lauren Jacobs

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2003 → 09/2022
  First Allied Securites, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2020 → Present
  Cetera Advisors Llc
  Winter Park, FL
• 09/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2020 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 05/2024 → 09/2025
  Avantax Investment Services
  Dallas, TX
• 05/2024 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 05/2024 → Present
  Avantax Planning Partners
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Palm Beach Gardens, FL
  San Diego, CA
  Boca Raton, FL
  Palm Beach Gardens, FL
  El Segundo, CA
  Lake Mary, FL
  Winter Park, FL
• 2007-08-30 → 2012-07-02
  First Allied Securities, Inc.
  Palm Beach Gardens, FL
  Lake Mary, FL
  San Diego, CA
  Palm Beach Gardens, FL
  San Diego, CA
  Palm Beach Gardens, FL
  El Segundo, CA
  Boca Raton, FL
  Lake Mary, FL
  Winter Park, FL
  Longwood, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-06-22

Other Names

• Lauren Elizabeth Jacobs