Jacob Robert Stevenson

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

• 02/2023 → 12/2023
  American United Life
  Louisville, KY
• 09/2023 → 12/2023
  Oneamerica Securities
  Louisville, KY
• 10/2015 → 09/2019
  Fun Masters
  Louisville, KY
• 06/2020 → 03/2023
  Amp Smart
  Louisville, KY
• 03/2019 → 05/2020
  Wku International Student Office
  Bowling Green, KY
• 11/2018 → 05/2020
  American Leather Direct
  Bowling Green, KY
• 08/2013 → 05/2017
  Eastern High School
  Louisville, KY
• 04/2024 → 07/2024
  Revolusun
  Boise, ID
• 10/2022 → Present
  Door Dash
  Louisville, KY
• 08/2024 → 07/2025
  Ion Solar
  Louisville, KY
• 08/2024 → 07/2025
  Cashbook Fundraising
  Louisville, KY
• 10/2024 → Present
  Morley Roofing
  Prospect, KY
• 10/2023 → Present
  Jacob Stevenson
  Louisville, KY
• 03/2024 → Present
  Door2Door Financial
  Louisville, KY
• 06/2024 → 11/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Stevenson Solutions Llc
  Louisville, KY

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: 3/2023 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS ; 2. NAME OF OTHER BUSINESS: MORLEY ROOFING; INVESTMENT RELATED: NO; ADDRESS: 7511 RIVER RD, PROSPECT, KY 40059; NATURE OF BUSINESS: ROOFING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: BUSINESS OPERATIONS COORDINATOR; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: SUPPORT INTERNAL BUSINESS FUNCTIONS THAT ARE ADMINISTRATIVE AND OPERATIONAL; 3. NAME OF OTHER BUSINESS: DOOR DASH INVESTMENT RELATED: NO ADDRESS: LOUISVILLE, KY 40291 NATURE OF BUSINESS: FOOD DELIVERY SERVICES START DATE: 10/2022 POSITION/TITLE/RELATIONSHIP: DELIVERY DRIVER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DELIVER FOOD ORDERS FROM DOORDASH; 4. NAME OF OTHER BUSINESS: JACOB STEVENSON INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SALES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR TO SELL INSURANCE PRODUCTS APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SELL INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: DOOR2DOOR FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES & PLANNING FIRM START DATE: 3/2024 POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: OVERSEE THE DAY-TO-DAY OPERATIONS OF THE BUSINESS TO ENSURE EFFICIENCY AND EFFECTIVENESS IN SERVING OUR CLIENTS. MY ROLE INCLUDES MANAGING ADMINISTRATIVE PROCESSES, COORDINATING WITH TEAM MEMBERS TO ENSURE SMOOTH DELIVERY OF OUR SERVICES, AND OPTIMIZING WORKFLOWS TO ENHANCE CLIENT EXPERIENCE.; 6. NAME OF OTHER BUSINESS: STEVENSON SOLUTIONS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SALES AND OPERATIONAL SUPPORT SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER/OPERATIONS MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PERFORMING NON-SECURITIES RELATED SALES MANAGEMENT AND OPERATIONAL SUPPORT SERVICES FOR A NON-FINANCIAL SERVICES BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2025-03-08

Other Names

• Jacob Robert Stevenson
• Jacob R Stevenson