Jacob Bradley Telleria

Current Employers

Employment History

• 05/2012 → 03/2017
  First Command Financial Services
  Alexandria, VA
• 05/2017 → 05/2019
  Lpl Financial, Llc
  Alexandria, VA
• 05/2017 → 05/2019
  Davinci Financial Designs, Llc
  Alexandria, VA
• 05/2012 → 05/2019
  Exner & Associates, Inc
  Alexandria, VA
• 05/2019 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodbridge, VA
• 05/2019 → 07/2019
  Bank Of America, N.A.
  Woodbridge, VA
• 08/2019 → 01/2021
  Lpl Financial Llc
  Alexandria, VA
• 08/2019 → 01/2021
  Integrated Wealth Concepts, Llc
  Alexandria, VA
• 01/2021 → Present
  Cetera Wealth Services, Llc
  Washington, DC
• 01/2021 → Present
  Idb Global Federal Credit Union
  Washington, DC
• 10/2019 → 10/2021
  Room Rental/Collecting Rent
  Washington, DC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-08-27 → 2021-01-13
  Integrated Wealth Concepts Llc
  Alexandria, VA
• 2019-05-23 → 2019-07-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Woodbridge, VA
  Woodbridge, VA
  Bethesda, MD
  Woodbridge, VA
• 2017-05-12 → 2019-05-16
  Davinci Financial Designs
  Alexandria, VA
  Columbia, SC
• 2016-05-11 → 2017-04-25
  First Command Advisory Services
  Alexandria, VA
  Fort Worth, TX

Other Businesses

(1) NAME OF OTHER BUSINESS: IDB GLOBAL FEDERAL CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2021 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE INSURANCE ; (3) NAME OF OTHER BUSINESS: TELLERIA FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2016-05-10

Designations

Other Names

• Jacob Bradley Telleria
• Jacob Telleria