Jacob Andrew Amsellem
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2024 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Financial Advantage AssociatesJun 2024 to now
- Full Time EducationJul 2023 to now
- Rosenblatt SecuritiesMay 2023 to Jul 2023
- Full-time EducationAug 2021 to May 2023
- King Street Oyster BarMay 2021 to Aug 2021
- Full-time EducationAug 2019 to May 2021
- Bullis SchoolMay 2017 to Aug 2019
- Full-time EducationMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7753421
- Firm CRD
- 105644