BJ
BJ

Bruce Jakiel

16 Years of Experience
Erie, PA
1 DisclosureBroker

Bruce Jakiel is a registered investment advisor at Cetera Investment Advisers LLC, based in Erie, PA, with 16 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1032 W 38th St, Erie, PA, 16508

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2018
Other Business Activities

Bruce owns a real estate property and rents out the upstairs portion of his office building, dedicating minimal time to this activity. He also operates Bayfront Benefit Solutions, Inc. as a financial advisor, spending full-time hours providing financial advice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
December 2022 - July 2024 · 1 yr 7 mos
Cambridge Investment Research Advisors, INC.
December 2022 - July 2024 · 1 yr 7 mos
Cantella & CO., INC.
April 2018 - May 2023 · 5 yrs 1 mo
Cantella & CO., INC.Broker
April 2018 - December 2022 · 4 yrs 8 mos
Edward Jones
May 2010 - February 2018 · 7 yrs 9 mos
Edward JonesBroker
May 2010 - February 2018 · 7 yrs 9 mos
State Registrations11 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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