Scot Jacobs
Scot Jacobs is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, IL, with 20 years of industry experience. Scot 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
3201 S Meadow Brook Road, Suite B, Springfield, IL, 62711
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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
Scot works full-time as a financial advisor at Cornerstone Advisers, LLC. He also serves as a board member and treasurer for a non-profit, dedicating a few hours per week, and owns Cornerstone Wealth Planners, LLC, a DBA for expenses, spending about a quarter of his time on it. Scot also sells health insurance as an insurance agent, but spends minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Scottrade, INC.Broker
State Registrations22 states
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