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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

Jacob Bradley Telleria

Advisor at CETERA INVESTMENT ADVISERS LLC

WASHINGTON, DC

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Search this name across graphsid dfx:ria:a0de8619-4b0d-cefe-7112-2f2b33539b15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 11, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: May 10, 2016
First registration: May 11, 2016
Dual registered: yes, broker-dealer
Other names: JACOB BRADLEY TELLERIA|Jacob Telleria
IAPD individual key: 6057574

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	n/a	yes	WASHINGTON, DC	Current employment
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Aug 27, 2019	Jan 13, 2021	no	Alexandria, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 23, 2019	Jul 19, 2019	no	BETHESDA, MD\|NEW YORK, NY\|WOODBRIDGE, VA\|WOODBRIDGE, VA\|Woodbridge, VA	Previous registration
DAVINCI FINANCIAL DESIGNS	Independent wealth	May 12, 2017	May 16, 2019	no	ALEXANDRIA, VA\|COLUMBIA, SC	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	May 11, 2016	Apr 25, 2017	no	Alexandria, VA\|FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED WEALTH CONCEPTS LLC	CETERA INVESTMENT ADVISERS LLC	Jan 13, 2021	Jun 29, 2023	897	Firm change after gap	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	INTEGRATED WEALTH CONCEPTS LLC	Jul 19, 2019	Aug 27, 2019	39	Firm change	Wirehouse to RIA
DAVINCI FINANCIAL DESIGNS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 16, 2019	May 23, 2019	7	Firm change	RIA to wirehouse
FIRST COMMAND ADVISORY SERVICES	DAVINCI FINANCIAL DESIGNS	Apr 25, 2017	May 12, 2017	17	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
281958:163362:TX:2017-04-25	Apr 25, 2017	May 12, 2017	FORT WORTH, TX	Firm change

Relationships

Registered with (5)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Jun 29, 2023 to presentfactForm ADV
→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: previous registration
Aug 27, 2019 to Jan 13, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 23, 2019 to Jul 19, 2019factForm ADV
→ DAVINCI FINANCIAL DESIGNSRegistered adviserregistration: previous registration
May 12, 2017 to May 16, 2019factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
May 11, 2016 to Apr 25, 2017factForm ADV

Dated events

No dated event names this entity yet.