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Jake Sehoyan

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.

  1. Cetera Investment Advisers LLCJun 2026 to now
  2. Cetera Investment Advisors LLCJun 2026 to now
  3. Cetera Investment Services LLCJun 2026 to now
  4. Stifel, Nicolaus & CompanyJun 2023 to now
  5. DoordashMar 2023 to May 2023
  6. Tiffany & Co.Mar 2022 to Feb 2023
  7. Hermes of ParisMay 2021 to Feb 2022
  8. Jacobs Media/jacappsSep 2020 to Jan 2021
  9. DoordashApr 2019 to Jul 2019
  10. CarharttJan 2017 to May 2021
  11. Wayne State UniversityAug 2016 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2024

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
7762327
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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