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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam James Jacobs is an Investment Advisor Representative with Cetera Investment Advisers LLC, a firm with over 100,000 clients and over $100 billion in regulatory assets under management. Adam is also a registered agent with North Star Consultants & North Star Brokerage Group. Adam has experience in providing financial planning, portfolio management, and pension consulting services for individuals and businesses. Adam has been in the securities industry since January 5, 2022, and holds licenses Series 66, Series 7, and SIE. Adam is registered in California, Texas, Arizona, Connecticut, Hawaii, Minnesota, and Nevada.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/30/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
01/06/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
BOTH
Issued 01/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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