JB
JB

Jacob Barling

5 Years of Experience
Shippensburg, PA
Broker

Jacob Barling is a registered investment advisor at Cetera Investment Advisers LLC, based in Shippensburg, PA, with 5 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

77 East King St, Shippensburg, PA, 17257

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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 Activities

Jacob works as a financial professional for Orrstown Bank - Orrstown Financial Advisors, spending full-time hours in an administrative role. He is also a finance committee member for Corpus Christi Catholic Church, dedicating minimal time to discussing the church's finances.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Edward Jones
April 2019 - December 2019 · 8 mos
Edward JonesBroker
March 2019 - December 2019 · 9 mos
State Registrations4 states
MDPAVAWV
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 Barling - Financial Advisor | TrueAdvisor