Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Joshua Jacobs is a financial advisor currently registered with Corient. Brian has been in the financial services industry for over 20 years, and is licensed to provide financial advice in Pennsylvania and Texas. Brian earned his Series 7, Series 24, and Series 66 licenses. Brian holds the Certified Financial Planner designation. Brian has worked with Corient since November 2022. Brian's previous experience includes positions at Radnor Financial Advisors, INC. and Radnor Financial Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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.
% of assets under advisement
1
2
PA
11/02/2022 - Present
Corient (WAYNE PA)
NY
08/04/2003 - 08/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
05/16/2002 - 06/03/2003
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 01/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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