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Aaron Michael Jacobs

Wealth Enhancement Brokerage Services, LLC

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About Aaron Michael Jacobs

Aaron Jacobs is a financial advisor with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC, in Plymouth, Minnesota. Aaron has been in the financial services industry since January 2007. Aaron is licensed in Minnesota.

Firm Information

Aaron Jacobs is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Jacobs’s Registration & Firm History

MN

01/26/2022 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

MN

12/12/2013 - 12/13/2021

GRADIENT SECURITIES, LLC (ARDEN HILLS MN)

IL

08/27/2013 - 11/13/2013

CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)

VA

10/24/2011 - 08/27/2013

ALLIED BEACON PARTNERS, INC. (RICHMOND VA)

MN

10/16/2006 - 09/30/2011

WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)

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Licenses & Designations

BC

Issued 11/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Michael Jacobs.
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