Jacob Robert Oakman Barling
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Robert Oakman Barling is an investment adviser representative with Cetera Investment Advisers LLC in Shippensburg, PA, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Edward Jones. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
4 states and territories
Maryland, Pennsylvania, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesDec 2018 – Dec 2019St Louis, MO
- Interactions MarketingOct 2018 – Dec 2018Waynesboro, PA
- UnemployedMar 2018 – Oct 2018Waynesboro, PA
- Shop N' SaveOct 2016 – Mar 2018Waynesboro, PA
- Orrstown BANK - Orrstown Financial AdvisorsMar 2020 – no end date reportedShippensburg, PA
- UnemployedDec 2019 – Mar 2020Waynesboro, PA
- Cetera Wealth Services, LLCNov 2021 – no end date reportedEl Segundo, CA
- Knights OF ColumbusNov 2021 – Jan 2024Waynesboro, ME
- Martins FoodsSep 2022 – Feb 2024Smithsburg, MD
- Cetera Investment Advisers LLCJul 2024 – no end date reportedSchaumburg, IL
- Giant FOOD StoresDec 2025 – no end date reportedChambersburg, PA
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.
Client types the firm serves
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 profileOther advisors at Cetera Investment Advisers LLC
Showing 12 of 10,459 in the directory
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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 Robert Oakman Barling 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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