Gena Jacobs Wolbrecht
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCJan 2020 to now
- Cetera Investment Services LLCJan 2020 to now
- LPL Financial LLCJan 2019 to Oct 2019
- Firstbank Investment PartnersNov 2018 to Dec 2019
- Cetera Investment Advisers LLCAug 2017 to Nov 2018
- BanktennesseeJun 2017 to Nov 2018
- Cetera Investment Services LLCMar 2012 to May 2017
- Regions Investment ServicesJan 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200762
- Firm CRD
- 105644