Jacob Basford is a registered investment advisor, based in Sacramento, CA, with 4 years of industry experience.
Location
1817 Maryal Drive Suite 200, Sacramento, CA, 95864
Get directionsHistory
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 Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
September 2021 - September 2022 · 1 yr
State Registrations18 states
AKALAZCACOFLHIIDKSMAMTNVNYORSDTXUTWA
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.