Robert Jacob is a registered investment advisor, based in Southgate, MI, with 14 years of industry experience.
Location
Southgate, MI
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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
Robert is the CEO of Direct Consulting One, LLC, president of REJ's Accounting and Tax Services I (taking nearly full-time), and an agent for Avantax Insurance Agency, LLC selling annuities. He also owns rental properties and is a scribe for the Knights of Columbus.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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