JG
Jessica L. Gober
CETERA INVESTMENT ADVISERS LLC
BELLEVUE, WA 98005
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CRD#: 6874143
JG
Professional summary
Jessica Lynn Gober is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bellevue, Washington and CETERA WEALTH SERVICES, LLC located in Bellevue, Washington.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jessica has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: JESSICA GOBER INVESTMENT RELATED: NO ADDRESS: RENTON, WA NATURE OF BUSINESS: WRITING NOVELS START DATE: 08/2013 POSITION/TITLE/RELATIONSHIP: AUTHOR APX NUMBER OF HOURS PER WEEK: UP TO 15 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: AUTHOR, SELF PUBLISH ; (2) NAME OF OTHER BUSINESS: LAUREE HARRISON; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT ; (3) NAME OF OTHER BUSINESS: CASCADE GUIDED WEALTH LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 ; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME USED WHEN INTERFACING WITH CLIENTS ; 4. NAME OF OTHER BUSINESS: POA/EXECUTOR/SUCCESSOR TRUSTEE FOR CLIENT; INVESTMENT RELATED: NO; ADDRESS: 1420 176TH PL NE, BELLEVUE, WA 98008; NATURE OF BUSINESS: POA/EXECUTOR/SUCCESSOR TRUSTEE; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: POA/EXECUTOR/SUCCESSOR TRUSTEE; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MANAGE FINANCIAL AFFAIRS, SERVE AS EXECUTOR, AND AS TRUSTEE; 5. NAME OF OTHER BUSINESS: EXECUTOR OF ESTATE/ TRUSTEE FOR TESTAMENTARY TRUST OF FRIEND/AUNT; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ESTATE; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: EXECUTOR/TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: WILL SERVE IN FUTURE ROLE WHEN CLIENT PASSES; 6. NAME OF OTHER BUSINESS: TRUSTEE FOR TESTAMENTARY TRUST OF FRIEND/UNCLE INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ESTATE; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: EXECUTOR/TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: WILL SERVE IN FUTURE ROLE WHEN CLIENT PASSES;
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lynn Gober'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: 626 120th Ave Ne Suite 102, Bellevue, WA 98005RIA
CRD#: 105644
BELLEVUE, WA
Current
July 26, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 626 120th Ave Ne Suite 102, Bellevue, WA 98005BD
CRD#: 13572
Bellevue, WA
Past
April 2, 2019 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
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
Washington(4/2/2019)
IAR
Washington(6/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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.
