Jacob A Yerkes
Investment adviser representative at Cetera Investment Advisers LLC
26 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
26 years in the industry.
- Cetera Investment Advisers LLCMar 2025 to now
- Anchor Wealth AdvisersMar 2025 to now
- Cetera Advisors LLCMar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Dec 2024
- Bank of AmericaAug 2022 to Jul 2023
- UnemployedJun 2022 to Jul 2022
- Oak Hills Country ClubMay 2021 to Aug 2021
- Walters Garden Inc.Aug 2020 to May 2021
- Oak Hills Country ClubApr 2020 to Aug 2020
- Walters Garden Inc.Aug 2019 to Apr 2020
- Zone MechanicalApr 2019 to Aug 2019
- Grand Valley State UniversityAug 2018 to Jul 2022
- UnemployedAug 2018 to Apr 2019
- Zone MechanicalMay 2018 to Aug 2018
- Alan B. Shepard High SchoolAug 2014 to May 2018
- UnemployedJun 2000 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7608559
- Firm CRD
- 105644