Jacob Klevatt Bentley
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Investment Advisors LLCApr 2026 to now
- Cetera Investment Services LLCApr 2026 to now
- Axos Invest, IncDec 2024 to now
- South American Jewish American CommunityJul 2024 to Jan 2025
- Extreme Finance MachineSep 2023 to Jan 2025
- Zrc Wealth ManagementJun 2023 to Aug 2024
- Hillel InternationalJun 2022 to May 2024
- Full Time EducationSep 2020 to May 2022
- UberMay 2020 to Aug 2020
- N/a - Self EmployedJul 2019 to Dec 2019
- Full Time EducationOct 2018 to Jul 2019
- Santa Clarita Soccer CenterSep 2018 to Mar 2020
- Scv Bounce Company IncJan 2018 to Sep 2018
- Full Time StudentJan 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8026275
- Firm CRD
- 105644