Jacob Anthony Chapman
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.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Advisors LLCDec 2024 to now
- Wilde Wealth Management GroupJun 2023 to now
- Cetera Advisors LLCApr 2023 to Nov 2024
- Wilde Wealth Management GroupMay 2022 to Aug 2022
- University of MiamiJan 2021 to Dec 2024
- Miami Dade Community CollegeAug 2020 to Dec 2020
- Johnson & Wales UniversityAug 2019 to May 2020
- Park District of Oak ParkMay 2019 to Aug 2019
- Park District of Oak ParkMay 2018 to Aug 2018
- Oak Park and River Forest High SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7564084
- Firm CRD
- 105644