Jacob Bradley Telleria
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2021 to now
- Idb Global Federal Credit UnionJan 2021 to now
- Room Rental/collecting RentOct 2019 to Oct 2021
- Integrated Wealth Concepts, LLCAug 2019 to Jan 2021
- LPL Financial LLCAug 2019 to Jan 2021
- Bank of America, N.A.May 2019 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Jul 2019
- Davinci Financial Designs, LLCMay 2017 to May 2019
- LPL Financial, LLCMay 2017 to May 2019
- Exner & Associates, IncMay 2012 to May 2019
- First Command Financial ServicesMay 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, VA).
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
- 6057574
- Firm CRD
- 105644