Jacob M Boyer
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jacob M Boyer? Claim your profile
Contact this firm
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.
- Vesta Cpas, S.C.;Aug 2025 to now
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Financial Specialists LLCJan 2025 to now
- Huberty & Associates S.C., dba VestaJan 2025 to Aug 2025
- Robert W. BairdJul 2021 to Jan 2025
- Hammes PartnersAug 2019 to Jun 2021
- Kpmg, LLP.Jan 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7418642
- Firm CRD
- 105644