Jacob Portock is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 4 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
630 E Green Meadows Road, Columbia, MO, 65201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob works in an administrative role for Rock Bridge Financial Advisors since October 2024, performing general administrative tasks, preparing reports, and scheduling client appointments. This requires a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations2 states
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