Jerry Wilbur Sandlin

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

• 09/2008 → 01/2026
  Lpl Financial Llc
  Sacramento, CA
• 09/2008 → 02/2020
  Schools Financial Cu
  Elk Grove, CA
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-09-09 → 2026-07-07
  Lpl Financial Llc
  Sacramento, CA
  Elk Grove, CA
  Elk Grove, CA
  Placerville, CA
  Orangevale, CA
  Sacramento, CA
  Folsom, CA
  Placerville, CA
  Orangevale, CA
  Fort Mill, SC
  Elk Grove, CA
  Sacramento, CA
  Folsom, CA
  Sacramento, CA
  Sacramento, CA
  Yuba City, CA
  Placerville, CA
  Elk Grove, CA
• 2006-10-26 → 2008-07-09
  U.S. Bancorp Investments, Inc.
  Sacramento, CA
  Woodland, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
  Elk Grove, CA
• 2006-01-06 → 2006-10-02
  Citicorp Investment Services
  Citrus Heights, CA
• 2004-06-25 → 2005-08-29
  Morgan Stanley Dw Inc.
  Sacramento, CA

Other Businesses

1. NAME OF OTHER BUSINESS: PRESTIGE PAINTING; INVESTMENT RELATED: NO; ADDRESS: ELK GROVE, CA 95757; NATURE OF BUSINESS: RESIDENTIAL HOUSE PAINTING; START DATE: 01/2001; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NOT INVOLVED IN THE DAY-TO-DAY OPERATION OF THE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2004-05-21
• S63 Uniform Securities Agent State Law Examination
  1984-08-14