Jake
Spruiell doing business as Sonterra Wealth Management
LLC
Joins Cetera from PNC Investments
SAN
DIEGO, June 25, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced that Jake Spruiell* has
joined Cetera Advisor Networks. Spruiell's firm, Sonterra Wealth
Management LLC, provides comprehensive financial planning and
investment advice to clients and had more than $121 million in assets under administration** as
of May 31, 2024.
"I chose to join Cetera because of its vast array of product
availability and the open architecture that allows a financial
advisor the ability to truly focus on their clients and enhance
their experience," Spruiell said. "Comparatively speaking - I
would describe the offerings in a bank program as essentially
Neapolitan flavored ice cream, whereas Cetera offers nearly every
flavor imaginable. I look forward to utilizing Cetera's Wealth Hub,
with a seemingly endless suite of cutting-edge tools and resources
to provide additional value to my clients."
"Jake is an experienced and well-rounded advisor who I'm proud
to welcome to our community," said Cetera Advisor Networks
President Tim Stinson. "I know his clients will only benefit
from the additional resources and support of our exceptional
regional team model and I look forward to seeing how Jake's already
thriving practice will continue growing at Cetera."
Spruiell has 25 years of experience in the industry and holds
Series 7 and Series 63 registrations. He currently serves as the
owner of Sonterra Wealth Management, LLC. Born and raised in a
Laredo, Texas, a city on the U.S.
and Mexico border. Spruiell has
focused his career on serving thousands of clients both
domestically and internationally. When Spruiell isn't working, he's
spending every possible second with family. He has also served his
community on the boards of the Boys & Girls Club of
Laredo and the Kiwanis Club.
Click here for more information about Cetera Advisor
Networks.
About Cetera
Cetera Financial Group (Cetera) is the premier financial advisor
Wealth Hub where financial advisors and institutions optimize their
control and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn,
YouTube, Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Investment Advisers
LLC, a registered investment adviser, and the
following FINRA/SIPC members: Cetera Advisors LLC, Cetera
Advisor Networks LLC, Cetera Investment Services LLC (marketed as
Cetera Financial Institutions or Cetera Investors), and Cetera
Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor,
San Diego, CA 92101.
*Registered Representative offering securities through Cetera
Advisor Networks, member FINRA/SIPC. Advisory services offered
through Cetera Investment Advisers LLC. Cetera firms are under
separate ownership from any other entity.
**Value approximated based on asset holding details provided to
Cetera.
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SOURCE Cetera Financial Group