Andrew Scott 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

• 01/2004 → Present
  North Star Consultants, Inc.
  St Cloud, MN
• 03/2004 → 08/2023
  Securian Financial Services, Inc.
  St Paul, MN
• 03/2004 → 10/2021
  Cri Securities, Inc.
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St Cloud, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Andrew S. Jacobs & Associates Inc
  St. Cloud, MN

Previous Registrations

• 2014-01-15 → 2023-08-10
  Securian Financial Services, Inc.
  St Cloud, MN
  St Cloud, MN
  Saint Cloud, MN
  St. Paul, MN
• 2014-01-15 → 2021-10-20
  Cri Securities, Llc
  St Cloud, MN
  St Cloud, MN

Other Businesses

1. AFLAC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2012 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Agent/Broker 2. JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2004 ADDRESS: , St. Cloud MN , United States DESCRIPTION: Agent/Broker 3. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4. JF LEGACY PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2018 ADDRESS: 1407 33rd St S, Saint Cloud MN 56301, United States DESCRIPTION: 50% owner of professional office building. My business Jacobs Financial rents offices from my property company and we have other tenants. 6. JACOBS FAMILY VENTURES LLC POSITION: Owner NATURE: vacation rental lake home INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2022 ADDRESS: 550 E Sandy Beach Dr NE, Miltona MN 56354, United States DESCRIPTION: vacation lake rental home. 7. NAME OF OTHER BUSINESS: ANDREW S. JACOBS & ASSOCIATES INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-07

Designations

• Chartered Financial Consultant

Other Names

• Andy Jacobs