Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Joel Turley is a financial advisor who has been in the industry since 2014. Jacob is a registered representative with Cetera Investment Advisers LLC and is also an Investment Advisor Representative. Jacob has a Series 7, Series 63 and SIE. Jacob holds a Certified Financial Planner designation. Jacob works in the Kalispell, MT office of Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Jacob worked for Avantax Investment Services, Inc., Avantax Advisory Services and AMERICAN FINANCIAL SERVICES, INC.. Jacob is currently registered in 16 states including Montana, Texas, California, Arizona, Colorado, Idaho, Massachusetts, Missouri, North Dakota, Tennessee, Utah, Virginia, Washington and Wisconsin. Jacob primarily serves individuals, corporations, and other businesses.
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.
1
2
MT
06/20/2023 - Present
Cetera Investment Advisers LLC (KALISPELL MT)
MT
09/08/2014 - 06/26/2023
AVANTAX INVESTMENT SERVICES, INC. (Kalispell MT)
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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