JT
Jacob B. Telleria
CETERA INVESTMENT ADVISERS LLC
WASHINGTON, DC 20003
Some features on this profile are disabled
CRD#: 6057574
JT
Professional summary
Jacob Bradley Telleria, who also goes by Jacob Bradley Telleria, Jacob Telleria, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Washington, District Of Columbia and CETERA WEALTH SERVICES, LLC located in Washington, District Of Columbia.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jacob has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob Bradley Telleria | Jacob Telleria
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME OF OTHER BUSINESS: IDB GLOBAL FEDERAL CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2021 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE INSURANCE ; (3) NAME OF OTHER BUSINESS: TELLERIA FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Bradley Telleria's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 316 Pennsylvania Ave Se Ste 402, Washington, DC 20003RIA
CRD#: 105644
WASHINGTON, DC
Current
January 22, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1300 New York Ave Nw, Washington, DC 20577BD
CRD#: 13572
Washington, DC
Past
January 22, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
August 27, 2019 - January 13, 2021
INTEGRATED WEALTH CONCEPTS LLC
RIA
CRD#: 284656
Alexandria, VA
Past
August 27, 2019 - January 20, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
ALEXANDRIA, VA
Past
May 23, 2019 - July 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WOODBRIDGE, VA
Past
May 23, 2019 - July 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WOODBRIDGE, VA
Past
May 12, 2017 - May 16, 2019
DAVINCI FINANCIAL DESIGNS
RIA
CRD#: 163362
ALEXANDRIA, VA
Past
May 5, 2017 - June 14, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
ALEXANDRIA, VA
Past
May 11, 2016 - April 25, 2017
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Alexandria, VA
Past
November 30, 2015 - April 25, 2017
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
ALEXANDRIA, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/12/2023)
RR
District of Columbia(1/22/2021)
IAR
District of Columbia(6/29/2023)
RR
Florida(2/14/2024)
RR
Maryland(1/22/2021)
RR
Minnesota(8/12/2024)
RR
Texas(2/8/2024)
IAR
Texas(2/8/2024)
RR
Virginia(1/22/2021)
IAR
Virginia(6/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
