David Almando Jacas

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

• 12/1990 → Present
  J&J Tax Consultants
  Springvalley, NY
• 04/1994 → Present
  Sim Jac Management Inc.
  Spring Valley, NY
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2011 → Present
  Acka Properties, Llc
  Spring Valley, NY
• 06/2011 → Present
  Utopia Properties, Llc
  Spring Valley, NY
• 03/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) J&J TAX CONSULTANTS,LLC, NOT INV REL; ACCOUNTING & TAX PRACTICE, GENERAL MAMBER MANAGER, PERFORM ACCOUNTING & TAX PREP FOR INDIVIDUALSS, PARTNERSHIPS, & CORPS, PARTNER-ANDRE JACAS, SINCE 01/1991, 30H/WEEK; 2) ARCHWAY PROPERTIES, NOT INV REL, REAL ESTATE HOLDING CO, MEMBER MGR, OVERSEE REAL ESTATE OPERATIONS, PARTNERS-ANDREW & SIMON JACAS, SINCE 05/2000, 28H/WEEK; 3) SIMJAC MANAGEMENT, INC., NOT INV REL, MANAGE REAL ESTATE/CONSULT OTHER BUSINESSES, CO-PRES/MEMBER MGR, PROP MGR, BOOKKEEPER, PARTNER-ANDRE JACAS, SINCE 04/1994, 30H/WEEK; 4) NAME OF OTHER BUSINESS: ACKA PROPERTIES LLC INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY ; START DATE:06/2011 POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 8 ; BRIEF DESCRIPTION OF DUTIES: MANAGING THE PROPERTIES ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-13