Jacob Stevenson
Jacob Stevenson is a registered investment advisor at Cetera Investment Advisers LLC, based in Louisville, KY, with 1 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
Louisville, KY
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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
Jacob sells fixed insurance products with various companies and is an independent contractor selling insurance products, dedicating a few hours per week to each. He also works as an operations manager for Door2Door Financial, a financial services and planning firm, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
State Registrations6 states
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