Jake Verwers
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- University of MissouriAug 2025 to Dec 2025
- Renaissance FinancialJun 2025 to Aug 2025
- University of MissouriAug 2024 to May 2025
- Oakhill Day SchoolJun 2024 to Aug 2024
- University of MissouriAug 2023 to May 2024
- Dick's Sporting GoodsJun 2023 to Aug 2023
- University of MissouriAug 2022 to May 2023
- N/aJun 2022 to Aug 2022
- Staley High SchoolApr 2022 to Jun 2022
- QuiktripJul 2021 to Apr 2022
- N/aJun 2021 to Jul 2021
- Staley High SchoolAug 2020 to Jun 2021
- N/aJun 2020 to Aug 2020
- Staley High SchoolAug 2019 to Jun 2020
- N/aJun 2019 to Aug 2019
- New Mark Middle SchoolAug 2018 to Jun 2019
- N/aJun 2018 to Aug 2018
- New Mark Middle SchoolAug 2017 to Jun 2018
- N/aJun 2017 to Aug 2017
- New Mark Middle SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 8195797
- Firm CRD
- 105644