Jakob Daniel Fries
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Jakob's Wealth Management LLCMar 2019 to now
- Avantax Advisory ServicesJul 2023 to Sep 2025
- Avantax Insurance Agency, LLCJul 2023 to Sep 2025
- Avantax Investment Services Inc.Jul 2023 to Sep 2025
- LPL Financial LLCMar 2019 to May 2023
- Citigroup Global Marekts Inc.May 2017 to Mar 2019
- Wells Fargo Clearing Services, LLCJul 2016 to May 2017
- American Legion Post 40May 2016 to May 2017
- Various Insurance Carriers for W&r Insurance AgenciesJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, NV, TX).
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
- 6270800
- Firm CRD
- 105644