Jacob Helberg
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Jacob Helberg? 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
10 years in the industry.
- Cetera Advisors LLCMay 2026 to now
- Lakeville North High SchoolApr 2026 to now
- Cetera Investment Advisers LLCMay 2024 to now
- Cetera Wealth Services, LLCMar 2024 to now
- Advisornet FinancialApr 2023 to Jan 2025
- Cetera Advisor Networks LLCApr 2023 to Mar 2024
- Wells FargoJul 2020 to Apr 2023
- TargetJul 2019 to Jul 2020
- Jnd EdiscoveryMay 2017 to Jul 2019
- University of Saint ThomasJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 7731220
- Firm CRD
- 105644