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Jacob Aschliman

2 Years of Experience
Fort Wayne, IN
BrokerSells Insurance

Jacob Aschliman is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 2 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

2720 Dupont Commerce Ct., Ste 100, Fort Wayne, IN, 46825

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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 is employed by ASCH Financial LLC, providing back office support for investment and insurance business. This is a full-time commitment.

Employment History
Current Registrations
Cetera Advisors LLC
July 2025 - Present · 10 mos
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Advisors LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Spc
January 2024 - July 2025 · 1 yr 6 mos
Sigma Financial CorporationBroker
June 2023 - July 2025 · 2 yrs 1 mo
State Registrations17 states
AZCAFLGAHIILINKSMDMEMIMNMONVOHTXWI
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.