Jacob Telleria
Jacob Telleria is a registered investment advisor at Cetera Investment Advisers LLC, based in Washington, DC, with 10 years of industry experience. Jacob 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
1300 New York Ave Nw, Washington, DC, 20577
Get directionsHistory
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
Jacob works as a financial professional for IDB Global Federal Credit Union and Telleria Financial Services, dedicating full-time hours to each. He also works as an insurance agent selling life insurance with various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Davinci Financial Designs
LPL Financial LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations9 states
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.