Jacob Edward Erwin
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Investment Services LLCJul 2025 to now
- Bank of Franklin CountyJun 2020 to now
- Ameriprise Financial Services LLCNov 2021 to Jul 2025
- Fsc Securities CorporationFeb 2020 to Aug 2020
- UnemployedFeb 2020 to Jun 2020
- Butler Associates Financial PlannersJan 2018 to Feb 2020
- Sporlin Valve (through Temporary Agency: Manpower)Dec 2017 to Jan 2018
- Breakaway CafeAug 2017 to Nov 2017
- Hibbett Sporting GoodsMay 2017 to Aug 2017
- Breakaway CafeSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6902266
- Firm CRD
- 105644