SJ
CFP
SJ
CFP

Steven Jacques

26 Years of Experience
Meriden, CT
BrokerSells Insurance

Steven Jacques is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Meriden, CT, with 26 years of industry experience. Steven 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

213 E Main St, Meriden, CT, 06450

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven owns Lighthouse Financial, LLC, a financial services DBA, and Lighthouse Financial Center, LLC, a DBA and property rental business. He also works as an independent insurance agent, selling fixed insurance products; these activities take up nearly all of Steven's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2000 - June 2021 · 20 yrs 7 mos
Voya Financial Advisors, INC.Broker
March 2000 - June 2021 · 21 yrs 3 mos
State Registrations25 states
AKAZCACTDEFLIDILMAMDMEMIMONCNHNJNYPARISCSDTXUTVAVT
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.