Jacob Robert oakman Barling
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Giant Food StoresDec 2025 to now
- Cetera Investment Advisers LLCJul 2024 to now
- Cetera Wealth Services, LLCNov 2021 to now
- Orrstown Bank - Orrstown Financial AdvisorsMar 2020 to now
- Martins FoodsSep 2022 to Feb 2024
- Knights of ColumbusNov 2021 to Jan 2024
- UnemployedDec 2019 to Mar 2020
- Edward JonesDec 2018 to Dec 2019
- Interactions MarketingOct 2018 to Dec 2018
- UnemployedMar 2018 to Oct 2018
- Shop N' SaveOct 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7052804
- Firm CRD
- 105644