Jacob Joel Turley

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

• 05/2014 → 06/2023
  Avantax Investment Services, Inc.
  Kalispell, MT
• 01/2017 → 06/2023
  Avantax Advisory Services
  Kalispell, MT
• 06/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2007 → Present
  American Financial Services, Inc.,
  Kalispell, MT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-25 → 2024-02-01
  Avantax Advisory Services
  Kalispell, MT

Other Businesses

1) AMERICAN FINANCIAL SERVICES, INC., INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, CEO, OWNER, DBA FOR INVESTMENT BUSINESS AND OPERATE/OVERSEE ALL TAX RELATED BUSINESS IN THE OFFICE INCLUDING TAX PREPARATION, BOOKKEEPING AND PAYROLL, MANAGE INVESTMENT PRACTICE, 35H/WEEK, 35H/WEEK DURING TRADING HOURS, SINCE 05/2021

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-30

Designations

• Certified Financial Planner