Adviser and broker representative · Cetera Investment Advisers LLC
Jonathan S. Jacoby
CRD 2327842 · Carmel, IN
At a glance
Jonathan S. Jacoby is an investment adviser representative with Cetera Investment Advisers LLC in Carmel, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 1999, about 27 years ago. Jonathan is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Cetera Investment Advisers LLCSince January 2014Carmel, IN · $257B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.