Gregory Jacobs is a registered investment advisor, based in Shelbyville, KY, with 27 years of industry experience.
Location
Shelbyville, KY
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
January 2024 - Present · 2 yrs 4 mos
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Investment Services LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
LPL Financial LLC
April 2011 - December 2023 · 12 yrs 8 mos
LPL Financial LLCBroker
February 2010 - December 2023 · 13 yrs 10 mos
LPL Financial LLC
February 2010 - April 2011 · 1 yr 2 mos
Uvest Financial Services Group, INC.
July 2006 - March 2010 · 3 yrs 8 mos
Uvest Financial Services Group, INC.Broker
July 2005 - March 2010 · 4 yrs 8 mos
State Farm Vp Management CORP.Broker
February 2004 - February 2005 · 1 yr
Fifth Third Securities, INC.Broker
February 2001 - February 2004 · 3 yrs
Banc One Securities CorporationBroker
July 1999 - December 2000 · 1 yr 5 mos
Pruco Securities CorporationBroker
October 1997 - June 1999 · 1 yr 8 mos
State Registrations1 state
KY
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.