Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jacobs is a financial advisor currently registered with Grimes & Company, Inc. in Westborough, Massachusetts. Adam has been in the financial services industry since 1997 and has a wide range of experience, including working with individuals, corporations, and charitable organizations. Adam holds the Series 3, 7, 24, 53, 55, and 66 licenses, as well as the SIE designation. Adam is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MA
08/14/2017 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
MA
02/10/2010 - 06/23/2017
MID ATLANTIC CAPITAL CORPORATION (WESTBOROUGH MA)
MA
05/14/2008 - 12/31/2009
USA FINANCIAL SECURITIES CORPORATION (STOUGHTON MA)
MA
07/09/2007 - 05/21/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (DEDHAM MA)
MA
04/04/2007 - 06/26/2007
THE O.N. EQUITY SALES COMPANY (DEDHAM MA)
MA
01/24/2006 - 03/07/2007
PARK AVENUE SECURITIES LLC (FRAMINGHAM MA)
WI
05/10/2005 - 11/16/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
10/19/2004 - 03/31/2005
MAXIM GROUP LLC (NEW YORK NY)
NC
09/13/2002 - 10/12/2004
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
MA
10/31/1997 - 08/15/2002
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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