JB
Jacob M. Boyer
CETERA INVESTMENT ADVISERS LLC
SHEBOYGAN, WI 53081
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CRD#: 7418642
JB
Professional summary
Jacob M Boyer, who also goes by Jake Boyer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sheboygan, Wisconsin and CETERA FINANCIAL SPECIALISTS LLC located in Sheboygan, Wisconsin.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Boyer
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: VESTA CPAS, S.C.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: WEALTH MANAGEMENT AND ADVISORY MANAGER ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) SNP, INC., NOT INVESTMENT RELATED, SHEBOYGAN, WI, VICE PRESIDENT OF NEIGHBORHOOD ASSOCIATION MANAGEMENT GROUP, SINCE 01/2023, .25H/WEEK. 3) SHEBOYGAN COUNTY CHAMBER, NOT INVESTMENT RELATED, SHEBOYGAN, WI, CHAMBER AMBASSADOR, CHAMBER VOLUNTEER, SINCE 01/2024, .25H/WEEK. 4) LNRP, NOT INVESTMENT RELATED, PORT WASHINGTON, WI, BOARD MEMBER AT LARGE, 0H/WEEK, SINCE 08/2024. 5) HABITAT FOR HUMANITY, NOT INVESTMENT RELATED, SHEBOYGAN, WI, TREASURER OF THE BOARD, SINCE 07/2022, .25H/WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob M Boyer'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
January 21, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 825 South Taylor Drive, Sheboygan, WI 53081RIA
CRD#: 105644
SHEBOYGAN, WI
Current
January 21, 2025 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 825 South Taylor Drive, Sheboygan, WI 53081BD
CRD#: 10358
Sheboygan, WI
Past
November 7, 2021 - January 15, 2025
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
Sheboygan, WI
Past
September 24, 2021 - January 15, 2025
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
Sheboygan, WI
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(1/21/2025)
RR
Louisiana(1/21/2025)
RR
Minnesota(1/21/2025)
RR
Ohio(7/16/2025)
RR
Wisconsin(1/21/2025)
IAR
Wisconsin(1/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2021
General Securities Representative ExaminationGeneral 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
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.
