Robert E. Jacob

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

• 06/2011 → 09/2025
  Avantax Investment Services, Inc.
  Southgate, MI
• 04/1987 → Present
  Rej'S Accounting And Tax Services Inc
  Southgate, MI
• 12/2012 → 09/2025
  Avantax Advisory Services
  Southgate, MI
• 07/2015 → Present
  Direct Consulting One, Llc
  Southgate, MI
• 09/2018 → 09/2025
  Avanatx Insurance Agency Llc
  Southgate, MI
• 01/2019 → Present
  Robert And Mary Jacob
  Southgate, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Southgate, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-12-05 → 2025-09-05
  Avantax Advisory Services
  Southgate, MI

Other Businesses

1) Direct Consulting One, LLC~'NIR'~13740 Dix-Toledo Road~Southgate~MI~48195~Other~Chief Executive Officer~7/1/2015~40hrs~40hrs~Marketing Name Only 2) REJ's Accounting and Tax Services I~'NIR'~13740 Dix-Toledo~Southgate~MI~48195~Tax Preparation/Accounting~President~4/1/1987~160hrs~130hrs~accounting, bookkeeping, tax prep and payroll for personal and business 3) Robert and Mary Jacob~'NIR'~13740 Dix-Toledo Road~Southgate~MI~48195~Rental Property~Owner~1/1/2019~5hrs~4hrs~Maintenance of building, paying taxes, paying bills ect 4) ROBERT JACOB POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 13740 Dix-Toledo Road, Southgate MI 48195, United States DESCRIPTION: Maintenance of building, paying taxes, paying bills ect. 5) KNIGHTS OF COLUMBUS BOARD POSITION POSITION: Scribe NATURE: Take minutes for meetings of the Knight of Columbus 4th degree membership titled Msgr Clement H. Kern Assembley which is affilitated with the Knight of Columbus council 3078 in Lincoln Park Michigan. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2024 ADDRESS: 3528 Fort St, Lincoln Park MI 48146, United States DESCRIPTION: Take minutes for meetings of the Knight of Columbus 4th degree membership titled Msgr Clement H. Kern Assembley which is affilitated with the Knight of Columbus council 3078 in Lincoln Park Michigan. Meeting are monthly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-20
• S63 Uniform Securities Agent State Law Examination
  2011-11-04

Other Names

• Robert E Jacob