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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
| NV | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
35 Durbin Station Court, Suite 105, Saint Johns, FL 32259 • United States
10161 Park Run Dr Suite 150, Las Vegas, NV 89145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Henderson | NV | 01/2016 | 05/2017 |
| American Legion Post 40 | Henderson | NV | 05/2016 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Las Vegas | NV | 07/2016 | 05/2017 |
| Citigroup Global Marekts Inc. | Las Vegas | NV | 05/2017 | 03/2019 |
| Lpl Financial Llc | Las Vegas | NV | 03/2019 | 05/2023 |
| Avantax Investment Services Inc. | Las Vegas | NV | 07/2023 | 09/2025 |
| Avantax Advisory Services | Las Vegas | NV | 07/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Las Vegas | NV | 07/2023 | 09/2025 |
| Jakob's Wealth Management Llc | Las Vegas | NV | 03/2019 | Present |
| Cetera Wealth Services, Llc | Las Vegas | NV | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
JAKOB'S WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/19/2019, POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
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