Alivia Jacobs

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

• 08/2022 → 12/2025
  Full-Time Education
  Tempe, AZ
• 02/2023 → 04/2026
  Eureka!
  Tempe, AZ
• 06/2022 → 08/2025
  St. Cloud Country Club
  St. Cloud, AZ
• 06/2025 → 08/2025
  Northstar Resource Group
  Minneapolis, MN
• 03/2020 → 06/2021
  Dicks Sporting Goods
  St. Cloud, MN
• 04/2020 → 08/2022
  Mr. Twisty's
  St. Cloud, MN
• 06/2019 → 08/2019
  Jacobs Financial
  St. Cloud, MN
• 02/2022 → 07/2023
  Gravity Dance Center
  Albertville, MN
• 09/2019 → 06/2022
  Full-Time Education
  Sartell, MN
• 06/2016 → 06/2019
  Unemployed
  Sartell, MN
• 09/2016 → 06/2019
  Full-Time Education
  Sartell, MN
• 01/2025 → 06/2026
  David M. Jacobs & Associates Inc
  St. Cloud, MN
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo , CA
• 07/2026 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: JACOBS FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2026-07-20

Other Names

• Alivia Joy Jacobs