Lauren Jacobs
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Lauren Jacobs? Claim your profile
Contact this firm
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
23 years in the industry.
- Avantax Planning PartnersMay 2024 to now
- Cetera Investment Advisers LLCSep 2020 to now
- Cetera Advisors LLCSep 2020 to now
- Cetera Financial Specialists LLCSep 2020 to now
- Cetera Investment Services LLCSep 2020 to now
- Cetera Wealth Services, LLCSep 2020 to now
- Avantax Advisory ServicesMay 2024 to Sep 2025
- Avantax Investment ServicesMay 2024 to Sep 2025
- First Allied Advisory Services, Inc.Jul 2012 to Nov 2020
- First Allied Securites, Inc.Oct 2003 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4762586
- Firm CRD
- 105644