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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jacobs is an investment advisor with over 28 years of experience in the financial industry. Brian currently works at PGIM Investments LLC, a firm based in Newark, NJ. Brian has a strong background in both investment advisory and brokerage services, holding licenses in both areas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/17/2022 - Present
Pgim Investments LLC (Newark NJ)
NY
02/21/2014 - 10/29/2015
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NC
05/13/2010 - 02/28/2012
HATTERAS CAPITAL (RALEIGH NC)
NY
02/04/2009 - 10/28/2009
BARON CAPITAL, INC. (NEW YORK NY)
NJ
03/22/2000 - 10/27/2008
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (WYCKOFF NJ)
MA
02/07/1997 - 01/12/2000
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
11/01/1996 - 01/10/1997
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
03/20/1990 - 11/01/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
AZ
01/31/1989 - 03/07/1990
LEXINGTON MANAGEMENT CORPORATION (SCOTTSDALE AZ)
NA
02/23/1984 - 08/08/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 09/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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