Jacob Olinger
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Strategize Tax Service, LLCJun 2023 to now
- Strategizewealthmanagementgroupincdbastrategizetaxes&investmentsJun 2023 to now
- Avantax Advisory ServicesJul 2024 to Sep 2025
- Avantax Insurance Agency, LLCJul 2024 to Sep 2025
- Avantax Investment Services Inc.Jul 2024 to Sep 2025
- Polar RoadJun 2024 to Dec 2024
- UnemployedMay 2023 to May 2023
- Strategizewealthmanagementgroupincdbastrategizetaxes&investmentsMay 2022 to Aug 2022
- Camelot Homes IncMay 2021 to Aug 2021
- InstacartMay 2019 to Sep 2020
- Western Michigan UniversityApr 2019 to Apr 2023
- C & O Management Co Inc.Jun 2018 to Aug 2018
- Providence Catholic High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7588707
- Firm CRD
- 105644