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Jaclyn Evavold

Cetera Investment Advisers LLC
39 Years of Experience
St Cloud, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jaclyn Evavold is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 39 years of industry experience. Jaclyn is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

St Cloud, MN

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History

Regulatory History (1)
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Customer Dispute
October 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jaclyn is an insurance agent selling life insurance, annuities, and long-term care products through various companies since 2013. This activity is investment-related and the time commitment varies.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2018 - Present · 8 yrs 4 mos
Cetera Financial Specialists LLC
May 2018 - Present · 8 yrs 5 mos
Cetera Financial Specialists LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Cetera Investment Services LLCBroker
May 2018 - December 2019 · 1 yr 7 mos
Cetera Advisor Networks LLC
December 2013 - June 2018 · 4 yrs 6 mos
Cetera Advisor Networks LLCBroker
December 2013 - December 2019 · 6 yrs
Guaranty Brokerage Services, INC.Broker
December 2009 - December 2010 · 1 yr
Cetera Investment Services LLCBroker
January 2003 - December 2013 · 10 yrs 11 mos
Edward JonesBroker
September 1997 - January 2003 · 5 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
August 1995 - September 1997 · 2 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1988 - August 1988 · 0 mos
Miller & Schroeder Financial, INC.Broker
May 1987 - April 1995 · 7 yrs 11 mos
First Investors CorporationBroker
August 1986 - May 1987 · 9 mos
State Registrations33 states
ARAZCACTDCDEFLGAILINKYLAMAMDMEMNMOMTNCNJNMNVNYOHORPARISCTXVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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