Jacob
Timothy
Cetera Investment Advisers LLC
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About this Advisor
Jacob Timothy is a financial advisor based in New Orleans, Louisiana, with 1 year of industry experience. Timothy currently works for Cetera Investment Advisers LLC. Throughout their career, Timothy has worked at Hancock Investment Services, Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Hancock Whitney Bank. Timothy maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana, Texas and Utah. Cetera Investment Advisers LLC is a registered investment firm based out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It oversees $33 billion in assets between its 176,986 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has 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. Financial management fee schedules depend on which service is provided. Fee types charged by Cetera Investment Advisers LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Timothy Work History
Jacob has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Hancock Whitney Bank
Hancock Investment Services, Inc
*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 Timothy 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
Yonkers, NY
Tacoma, WA
Philadelphia, PA
Athens, AL
Morris Plains, NJ
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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