Keith
Jacobson

Cetera Advisors LLC

CRD#4514048
Investment Advisor
in Fairhope, AL

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About this Advisor

Keith Jacobson is a financial advisor who works out of Fairhope, Alabama, who has been in the industry for 10 years. Jacobson is currently employed by Cetera Advisors LLC. During their career, Jacobson has held roles at Multi-Financial Securities Corporation and Cetera Advisors LLC. Jacobson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Alabama. Cetera Advisors LLC is a business that has its headquarters in Fairhope, Alabama. The investment advisory business has offices in 692 locations and a total of 1,164 people on staff. It administers $15 billion in assets under management among its 58,946 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 102 charities and foundations. Of its 58,946 client accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cetera Advisors LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the financial services provided. Fees charged by Cetera Advisors LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

Fairhope, AL

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

AL Average: $2,349,664,866
Total Number of Employees

1,164

AL Average: 28
Total Number of Accounts

58,946

AL Average: 1,101
Average Account Size

$255,680

AL Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Keith Jacobson Work History

Keith has 10 years of experience.

2013 - Present (8 years)

Cetera Advisors LLC

2010 - 2012 (2 years)

Multi-Financial Securities Corporation

Disclosures

Keith Jacobson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

David Treece
Miami, FL
Maxine Christensen
Overland Park, KS
Cameron Groah
Bozeman, MT
Douglas Cole
Glendale, AZ
Matthew Aiken
Minnetonka, MN
Lionel Evans
Paradise Valley, AZ
Christopher Soileau
Baton Rouge, LA
Cary Foster
Athens, GA

This content was compiled from the SEC and FINRA.

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