Jakob Fries
Jakob Fries is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Saint Johns, FL, with 10 years of industry experience. Jakob 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
Firm Size
IM Fee
Assets Under Management
Location
35 Durbin Station Court, Suite 105, Saint Johns, FL, 32259
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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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations14 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.
Exams
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