Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marie Jacob is a registered representative with American Discovery Advisors, LLC in Los Angeles, CA. Anna has been in the industry for over 13 years and has a strong background in securities. Anna holds a Series 7, 79, 24 and 63 license. Anna has held previous roles at Hamilton Grant LLC, Columbia Capital Securities, Inc., William and Henry Associates, Sutro & Co. Incorporated, and Lehman Brothers Inc.
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.
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.
1
2
CA
08/16/2024 - Present
American Discovery Advisors, LLC (Los Angeles CA)
CA
07/06/2021 - 08/15/2024
HAMILTON GRANT LLC (CALABASAS CA)
CA
10/20/2016 - 03/29/2019
COLUMBIA CAPITAL SECURITIES, INC. (LOS ANGELES CA)
CA
10/07/2014 - 07/05/2016
WILLIAM AND HENRY ASSOCIATES (LOS ANGELES CA)
CA
08/03/1993 - 07/16/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
10/01/1992 - 05/05/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Anna Jacob is the right advisor for you? Invested Better is here to help.
