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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-18
  • MI RA
    APPROVED
    Since 2025-03-18

Branch Locations

7115 Kalamazoo Ave Se Ste B, Caledonia, MI 49316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 07/2023 12/2024
Bank Of America Grand Rapids MI 08/2022 07/2023
Grand Valley State University Allendale MI 08/2018 07/2022
Alan B. Shepard High School Palos Heights IL 08/2014 05/2018
Zone Mechanical Alsip MI 05/2018 08/2018
Zone Mechanical Alsip MI 04/2019 08/2019
Walters Garden Inc. Zeeland MI 08/2019 04/2020
Oak Hills Country Club Palos Heights IL 04/2020 08/2020
Walters Garden Inc. Zeeland MI 08/2020 05/2021
Oak Hills Country Club Palos Heights IL 05/2021 08/2021
Grand Valley State University Grand Rapids MI 08/2021 05/2022
Unemployed Allendale MI 08/2018 04/2019
Unemployed Palos Heights IL 06/2000 05/2018
Unemployed Grand Rapids MI 06/2022 07/2022
Anchor Wealth Advisers Caledonia MI 03/2025 Present
Cetera Advisors Llc St Cloud MN 03/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2025 Present
  • 07/2023 → 12/2024
    Grand Rapids, MI
  • 08/2022 → 07/2023
    Bank Of America
    Grand Rapids, MI
  • 08/2018 → 07/2022
    Grand Valley State University
    Allendale, MI
  • 08/2014 → 05/2018
    Alan B. Shepard High School
    Palos Heights, IL
  • 05/2018 → 08/2018
    Zone Mechanical
    Alsip, MI
  • 04/2019 → 08/2019
    Zone Mechanical
    Alsip, MI
  • 08/2019 → 04/2020
    Walters Garden Inc.
    Zeeland, MI
  • 04/2020 → 08/2020
    Oak Hills Country Club
    Palos Heights, IL
  • 08/2020 → 05/2021
    Walters Garden Inc.
    Zeeland, MI
  • 05/2021 → 08/2021
    Oak Hills Country Club
    Palos Heights, IL
  • 08/2021 → 05/2022
    Grand Valley State University
    Grand Rapids, MI
  • 08/2018 → 04/2019
    Unemployed
    Allendale, MI
  • 06/2000 → 05/2018
    Unemployed
    Palos Heights, IL
  • 06/2022 → 07/2022
    Unemployed
    Grand Rapids, MI
  • 03/2025 → Present
    Anchor Wealth Advisers
    Caledonia, MI
  • 03/2025 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2025 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: ANCHOR WEALTH ADVISERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: ASSOCIATE FINANCIAL ADVISOR DUTIES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-05
  • S66 Uniform Combined State Law Examination
    2023-10-05
Other Names
  • Jake Yerkes

View on SEC IAPD

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