Jacob Sekel
Jacob Sekel is a registered investment advisor at Cetera Investment Advisers LLC, based in Milton Grove, PA, with 11 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
37 Ferry Ln, Milton Grove, PA, 17847
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is involved in several business activities, including serving as a finance committee member for Pine St United Methodist Church, owning rental property, coaching youth soccer and high school basketball, and serving as a board member for the United Methodist Stewardship Foundation. He also works as a financial professional for The Comprehensive Financial Group and Pinpoint FCU, and owns JS Wealth, LLC and SL Financial Group LLC, dedicating a significant amount of time to these financial services roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations13 states
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