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Jacob Ritter

10 Years of Experience
Austin, TX
BrokerSells Insurance

Jacob Ritter is a registered investment advisor, based in Austin, TX, with 10 years of industry experience.

Location

300 Beardsley Ln, Ste A104, Austin, TX, 78746

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History

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.

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Other Business ActivitiesSells Insurance

Jacob works as an agent/broker for North Star Consultants & North Star Brokerage and Twin Oak Insurance Solutions, focusing on fixed insurance sales. He also dedicates minimal time to volunteer work with Stop Alzheimer's Now and owns a cycling group called Breakfast Club.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2016 - August 2023 · 7 yrs 6 mos
Cri Securities, LLC
February 2016 - October 2021 · 5 yrs 8 mos
Securian Financial Services, INC.Broker
December 2015 - August 2023 · 7 yrs 8 mos
Cri Securities, LLCBroker
December 2015 - October 2021 · 5 yrs 10 mos
State Registrations7 states
ARDCIAINMNNJTX
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.
Jacob Ritter - Financial Advisor | TrueAdvisor