Jacob Eisikovic

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

• 07/2014 → Present
  Eisikovic & Kane, Llp
  New York, NY
• 07/2014 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 03/2019 → 09/2025
  Avantax Advisory Services
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New York, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Grandview Wealth Advisors Llc
  New York, NY

Previous Registrations

• 2021-08-25 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  Lakewood, NJ

Other Businesses

1) Eisikovic & Kane, LLP~'NIR'~1430 Broadway, Suite 1105~New York~NY~10018~Tax Preparation/Accounting~Tax Preparation/Accounting~7/1/2014~120hrs~120hrs~Accounting, Bookkeeping, Tax Preparation and Payroll| 2) NAME OF OTHER BUSINESS: GRANDVIEW WEALTH ADVISORS LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026 POSITION/TITLE/RELATIONSHIP: OWNER/ OFFICER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13
• S63 Uniform Securities Agent State Law Examination
  2014-09-23