Jacob Edwin Norman

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

• 03/2013 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 03/2013 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 03/2013 → Present
  Shoemaker Financial Services Inc
  Germantown, TN
• 11/2011 → 08/2022
  State Farm
  Memphis, TN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Germantown, TN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-06-13 → 2023-08-10
  Securian Financial Services, Inc.
  Germantown, TN
  St. Paul, MN

Other Businesses

SHOEMAKER FINANCIAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2019 ADDRESS: 2176 West St Ste 100, Germantown TN 38138, United States DESCRIPTION: fixed insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2013-06-08

Other Names

• Jacob Norman