Jacob
Telleria
Cetera Investment Advisers LLC
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About this Advisor
Jacob Telleria is a financial advisor based in Washington, District of Columbia, working with Cetera Investment Advisers LLC. Jacob has previously held positions at First Command Financial Services, Lpl Financial, LLC, Davinci Financial Designs, LLC, Exner & Associates, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial LLC, Integrated Wealth Concepts, LLC, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, Room Rental/Collecting Rent, and Idb Global Federal Credit Union. Jacob has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Texas, and Virginia. Currently, Jacob is part of Cetera Investment Advisers LLC, which operates out of Washington, District of Columbia. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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 Telleria Work History
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Idb Global Federal Credit Union
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lpl Financial LLC
Integrated Wealth Concepts, LLC
Room Rental/Collecting Rent
Lpl Financial, LLC
Davinci Financial Designs, LLC
First Command Financial Services
Exner & Associates, Inc
Disclosures
Please visit the SEC profile of Jacob Telleria 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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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