Jacob
Hammons

Cetera Investment Advisers LLC

CRD#7206638
Investment Advisor
in Lexington, KY

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About this Advisor

Jacob Hammons is a financial advisor based in Lexington, Kentucky who has 1 year of industry experience. Hammons is an advisor for Cetera Investment Advisers LLC. Throughout their career, they have worked at Chuck Berry Insurance Agency, Texas Roadhouse, Cracker Barrel, Jackson County High School, Eastern Kentucky University, Hibbett Sports, Thrvient Investment Management Inc, Thrivent Financial, Cetera Investment Services LLC and Cetera Investment Advisers Ll. Hammons holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky. Cetera Investment Advisers LLC is an advisory company based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management between its 176,986 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Cetera Investment Advisers LLC provides a number of services, such as 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. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees charged by Cetera Investment Advisers LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

201 E Main Street Ste 520
Lexington, KY 40507

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

KY Average: $6,674,516,078
Total Number of Employees

3,094

KY Average: 44
Total Number of Accounts

176,986

KY Average: 2,564
Average Account Size

$188,469

KY Average: $2,603,165

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

Jacob Hammons Work History

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers Ll

2020 - 2022 (2 years)

Thrvient Investment Management Inc

2020 - 2020 (< 1 year)

Thrivent Financial

2020 - 2022 (2 years)

Thrivent Financial

2018 - 2018 (< 1 year)

Chuck Berry Insurance Agency

2018 - 2018 (< 1 year)

Texas Roadhouse

2017 - 2020 (3 years)

Cracker Barrel

2016 - 2017 (1 year)

Eastern Kentucky University

2015 - 2019 (4 years)

Eastern Kentucky University

2015 - 2017 (2 years)

Hibbett Sports

2010 - 2015 (5 years)

Jackson County High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Hammons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Stuart Wilson
Athens, AL
Kory Doty
Effingham, IL
Erin Mcclain
Philadelphia, PA
Michelle Yang
San Marino, CA
Kevin Delvalle
Jacksonville, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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