Jonathan Jacoby
Jonathan Jacoby is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carmel, IN, with 28 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
140 E Carmel Drive, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several outside business activities. He is a board member for Jacoby Agency, Inc. focusing on insurance sales, sells fixed insurance through SWM Agency, LLC and JBC Companies, serves as a board member for "The Crossing" alternative learning center, and acts as a trustee for two irrevocable trusts. His involvement with Jacoby Agency takes minimal time, while the other activities require minimal time as well.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Hartford Equity Sales Company INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations16 states
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