Jacob M Boyer

Current Employers

Employment History

• 07/2021 → 01/2025
  Robert W. Baird
  Sheboygan, WI
• 08/2019 → 06/2021
  Hammes Partners
  Milwaukee, WI
• 01/2016 → 08/2019
  Kpmg, Llp.
  Milwaukee, WI
• 01/2025 → 08/2025
  Huberty & Associates S.C., Dba Vesta
  Sheboygan, WI
• 01/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2025 → Present
  Vesta Cpas, S.C.;
  Sheboygan, WI

Previous Registrations

• 2021-11-07 → 2025-01-15
  Robert W. Baird & Co. Incorporated
  Sheboygan, WI

Other Businesses

1) NAME OF OTHER BUSINESS: VESTA CPAS, S.C.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: WEALTH MANAGEMENT AND ADVISORY MANAGER ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) SNP, INC., NOT INVESTMENT RELATED, SHEBOYGAN, WI, VICE PRESIDENT OF NEIGHBORHOOD ASSOCIATION MANAGEMENT GROUP, SINCE 01/2023, .25H/WEEK. 3) SHEBOYGAN COUNTY CHAMBER, NOT INVESTMENT RELATED, SHEBOYGAN, WI, CHAMBER AMBASSADOR, CHAMBER VOLUNTEER, SINCE 01/2024, .25H/WEEK. 4) LNRP, NOT INVESTMENT RELATED, PORT WASHINGTON, WI, BOARD MEMBER AT LARGE, 0H/WEEK, SINCE 08/2024. 5) HABITAT FOR HUMANITY, NOT INVESTMENT RELATED, SHEBOYGAN, WI, TREASURER OF THE BOARD, SINCE 07/2022, .25H/WEEK.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05

Other Names

• Jake Boyer