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JD

Jacob Douglas Propeck

Investment Adviser Representative at Cetera Investment Advisers LLC

Overland Park, KSCRD #7553644Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Douglas Propeck is an investment adviser representative with Cetera Investment Advisers LLC in Overland Park, KS, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with UBS Financial Services Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Kansas and Texas.

Office

13200 Metcalf Ave Ste 280
Overland Park, KS 66213

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas, Texas
Broker:
25 states and territories

Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Louisiana, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/6/2023
Series 7
General Securities Representative Examination
Passed 10/11/2022
SIE
Securities Industry Essentials Examination
Passed 8/19/2022
Series 24
General Securities Principal Examination
Passed 4/23/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cetera Wealth Services, LLCCurrent
8/11/2023 – Overland Park, KS
Cetera Investment Advisers LLCCurrent
8/11/2023 – Overland Park, KS
UBS Financial Services Inc.
1/6/2023 – 7/17/2023Weehawken, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services Inc
    Jul 2022 – Jul 2023Weehawken, NJ
  2. Veterans United
    Apr 2021 – Sep 2021Columbia, MO
  3. Garmin
    May 2020 – Aug 2020Olathe, KS
  4. Garmin
    Dec 2019 – Jan 2020Olathe, KS
  5. Garmin
    May 2019 – Aug 2019Olathe, KS
  6. Blue Hills Country Club
    May 2018 – Aug 2018Kansas City, MO
  7. Rockhurst High School
    Aug 2014 – May 2018Kansas City, MO
  8. University of Missouri
    Aug 2018 – May 2022Columbia, MO
  9. Cetera Wealth Services, LLC
    Jul 2023 – no end date reportedEl Segundo, CA
  10. Cetera Investment Advisers
    Aug 2023 – no end date reportedSt Cloud, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cetera Investment Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryFinancial DisclosuresRetirement PlanningIRA RolloversInsuranceAdvisory ServicesCustody Services529 PlansETFs

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10,459
Offices listed on AdvisorFinder:
27
Main office:
Schaumburg, IL
SEC file number:
801-20406

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at Cetera Investment Advisers LLC

Showing 12 of 10,459 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Douglas Propeck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jacob Douglas Propeck (Cetera Wealth Services)