JM
CFP
JM
CFP
Jake Mckinnie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Powell, TN, with 12 years of industry experience. Jake 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
601 E Emory Rd, Powell, TN, 37849
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Regulatory History
Clean regulatory record
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
April 2017 - Present · 9 yrs 5 mos
Cetera Investment Services LLCBroker
April 2017 - Present · 9 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
March 2014 - April 2017 · 3 yrs 1 mo
Thrivent Investment Management INC.Broker
February 2014 - April 2017 · 3 yrs 2 mos
State Registrations11 states
ARFLGAILINMIOHSCTNTXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.