Jacob Emory Portock

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

• 06/2020 → 11/2024
  Bankers Life & Casualty, Inc
  Columbia, MO
• 08/2015 → 05/2020
  Central Methodist University
  Fayette, MO
• 05/2021 → 11/2024
  Bankers Life Securities, Inc
  Columbia, MO
• 02/2023 → 11/2024
  Bankers Life Advisory Services, Inc
  Columbia, MO
• 10/2024 → Present
  Rock Bridge Financial Advisors
  Columbia, MO
• 11/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-15 → 2024-10-15
  Bankers Life Advisory Services, Inc.
  Columbia, MO
  Chicago, IL

Other Businesses

1. NAME OF OTHER BUSINESS: ROCK BRIDGE FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: GENERAL ADMINISTRATIVE TASKS, PREPARE REPORTS FOR LEAD ADVISORS, CALL ON CLIENTS TO SET APPOINTMENTS WITH LEAD ADVISORS;

Exams

• S66 Uniform Combined State Law Examination
  2023-01-18
• S63 Uniform Securities Agent State Law Examination
  2021-08-07

Other Names

• Jacob Emory Portock
• Jacob Portock