Adam Jacobs
Adam Jacobs is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 4 years of industry experience. Adam 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
Ten Governor, 5075 Shoreham Pl, Suite 260, San Diego, CA, 92122
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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
Adam works as an agent/broker for North Star Consultants & North Star Brokerage Group, offering group/employee benefits and fixed insurance options, dedicating a few hours per week. He also works as a financial professional for North Star Resource Group, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations11 states
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