Jacob Klevatt Bentley

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

• 12/2024 → Present
  Axos Invest, Llc
  San Diego, CA
• 07/2024 → 01/2025
  South American Jewish American Community
  La Jolla, CA
• 09/2023 → 01/2025
  Extreme Finance Machine
  San Diego, CA
• 06/2023 → 08/2024
  Zrc Wealth Management
  Walnut Creek, CA
• 06/2022 → 05/2024
  Hillel International
  San Diego, CA
• 09/2020 → 05/2022
  Full Time Education
  Santa Clarita, CA
• 05/2020 → 08/2020
  Uber
  Santa Clarita, CA
• 09/2018 → 03/2020
  Santa Clarita Soccer Center
  Santa Clarita, CA
• 07/2019 → 12/2019
  N/A - Self Employed
  Santa Clarita, CA
• 10/2018 → 07/2019
  Full Time Education
  Santa Clarita, CA
• 01/2018 → 09/2018
  Scv Bounce Company Inc
  Santa Clarita, CA
• 01/2015 → 01/2018
  Full Time Student
  Santa Clarita, CA
• 12/2024 → Present
  Axos Invest, Inc
  San Diego, CA
• 04/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2026 → Present
  Cetera Investment Advisors Llc
  San Diego, CA

Previous Registrations

• 2025-08-04 → 2026-04-14
  Axos Invest, Inc
  Las Vegas, NV
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-29
• S65 Uniform Investment Adviser Law Examination
  2025-08-04