Jacob March Schaefer
Investment adviser representative at Cetera Investment Advisers LLC
9 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
9 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCAug 2022 to now
- Commonwealth Capital Management, LLCJul 2022 to now
- S&n Real EstateApr 2023 to Dec 2025
- PNC InvestmentsFeb 2021 to Aug 2022
- Citizens Securities, Inc.Nov 2019 to Jan 2021
- Key Investment Services LLCJun 2019 to Nov 2019
- PNC InvestmentsMar 2018 to May 2019
- PNC BankMay 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6418562
- Firm CRD
- 105644