Jacob Schaefer
Jacob Schaefer is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, OH, with 9 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
12501 Madison Ave, Unit 206, Lakewood, OH, 44107
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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
Jacob is an advisor at Commonwealth Capital Management, LLC, providing financial services including financial planning, investment advisory, and insurance (fixed and variable), dedicating full-time hours to this role. Jacob also has partial ownership in S&N Real Estate, a commercial real estate rental business, but has minimal responsibilities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
PNC Investments
PNC InvestmentsBroker
Citizens Investment Services
Citizens Securities, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Investacorp, INC.Broker
State Registrations8 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.