AJ
ChFC
AJ
ChFC

Andrew Jacobs

21 Years of Experience
St Cloud, MN
BrokerSells Insurance

Andrew Jacobs is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 21 years of industry experience. Andrew 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

1532 West St Germain St, St Cloud, MN, 56301

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History

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.

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Other Business ActivitiesSells Insurance

Andrew is an agent/broker for AFLAC, Jacobs Financial, and North Star Consultants/Brokerage, primarily selling fixed insurance. He also owns JF Legacy Properties LLC (rental property) and Jacobs Family Ventures LLC (vacation rental), and Andrew S. Jacobs & Associates Inc. (financial services DBA).

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - October 2021 · 7 yrs 9 mos
Securian Financial Services, INC.Broker
April 2004 - August 2023 · 19 yrs 4 mos
Cri Securities, LLCBroker
April 2004 - October 2021 · 17 yrs 6 mos
State Registrations25 states
AKALARAZCACOFLILINKSMAMIMNMOMTNCNDNEOHSDTNTXVAWAWI
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.
Andrew Jacobs - Financial Advisor | TrueAdvisor