KJ
KJ
Keith Jacobson
23 Years of Experience
Fairhope, AL
1 DisclosureBrokerSells Insurance
Keith Jacobson is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairhope, AL, with 23 years of industry experience. Keith 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
Fairhope, AL
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Regulatory History (1)
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Customer Dispute
March 2012Settled
Other Business ActivitiesSells Insurance
Keith is involved with insurance, though the details are vague. He also manages a vacation rental property, dedicating a few hours per week to property management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2010 - March 2024 · 13 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
June 2004 - January 2008 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
May 2002 - January 2008 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.
May 2002 - June 2004 · 2 yrs 1 mo
State Registrations10 states
ALFLGAILKYLAMSNJNYTX
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.