Jacob Pierce Dingle

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

• 12/2014 → 06/2019
  Foresters Financial
  Houston, TX
• 04/2018 → 06/2019
  Foresters Advisory Services
  Houston, TX
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Houston, TX

Previous Registrations

• 2018-04-20 → 2019-06-25
  Foresters Advisory Services, Llc
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-06
• S63 Uniform Securities Agent State Law Examination
  2014-05-12