Jacob Robert Stevenson
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Stevenson Solutions LLCJan 2026 to now
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Wealth Services, LLCNov 2024 to now
- Morley RoofingOct 2024 to now
- Door2door FinancialMar 2024 to now
- Jacob StevensonOct 2023 to now
- Door DashOct 2022 to now
- Cashbook FundraisingAug 2024 to Jul 2025
- Ion SolarAug 2024 to Jul 2025
- Cetera Advisor Networks LLCJun 2024 to Nov 2024
- RevolusunApr 2024 to Jul 2024
- Oneamerica SecuritiesSep 2023 to Dec 2023
- American United LifeFeb 2023 to Dec 2023
- Amp SmartJun 2020 to Mar 2023
- Wku International Student OfficeMar 2019 to May 2020
- American Leather DirectNov 2018 to May 2020
- Fun MastersOct 2015 to Sep 2019
- Eastern High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7801325
- Firm CRD
- 105644