Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breck? Claim Your ProfileBreck Jacobs is a registered investment advisor representative with Jacobs Financial Group in Salt Lake City, UT. Breck holds Series 6, 7, and 66 licenses. Breck has been in the financial services industry since 2015. Breck provides investment advisory services to individuals. Jacobs Financial Group is a registered investment adviser with the SEC. The firm provides financial planning services to individuals. The firm's assets under management are between $25,000,000 and $50,000,000.
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.
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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UT
05/18/2018 - Present
Jacobs Financial Group (SALT LAKE CITY UT)
UT
12/18/2015 - 03/01/2018
HORNOR, TOWNSEND & KENT, INC. (OREM UT)
BOTH
Issued 04/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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