Jacob Chant Roberie

Current Employers

Employment History

• 03/2026 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 02/2014 → Present
  Darnall Sikes & Frederick
  Lafayette, LA
• 08/2019 → 10/2019
  1St Global Capital Corp.
  Lafayette, LA
• 08/2019 → 10/2019
  1St Global Advisors, Inc.
  Lafayette, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Lafayette, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lafayette, LA
• 05/2003 → Present
  Darnall Sikes & Frederick
  Lafayette, LA
• 10/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Lafayette, LA
• 10/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Lafayette, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lafayette, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-11-18 → 2025-09-05
  Avantax Advisory Services
  Lafayette, LA
• 2006-09-01 → 2012-09-10
  1St Global Advisors Inc
  Lafayette, LA

Other Businesses

1) DARNALL SIKES WEALTH PARTNERS LLC POSITION: Referring financial advisor NATURE: Investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2019 ADDRESS: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA 70508, DESCRIPTION: Helping clients reach financial goals by referring clients to a full financial advisor 2) LAFAYETTE CENTRAL PARK, INC. POSITION: Board Member NATURE: Lafayette Central Park , (i.e. Moncus Park) a non profit entity, is constructing and will operate and maintain a public park in Lafayette, LA. I serve in an advisory capacity and review budgets, monitor cash flow, and participate in discussions centered around the financial aspects of the park's activities. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/18/2021 ADDRESS: 2901 Johnston Street Suite 304, Lafayette LA 70503, DESCRIPTION: Attend quarterly board meetings. Review monthly financial statements prepared by management. 3) DARNALL SIKES & FREDERICK POSITION: Partner NATURE: Tax and accounting services (CPA practice) INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 05/23/2003 ADDRESS: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA 70508, United States DESCRIPTION: Participate in management and provide tax services to my clients

Exams

• S66 Uniform Combined State Law Examination
  2019-11-18