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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 Jacobus is an investment advisor representative with Financial Advocates Investment Management. Brian has been in the financial industry since 2001 and has a combined 22 years of experience. Brian has held previous positions at KEY INVESTMENT SERVICES LLC, RBC CAPITAL MARKETS CORPORATION, RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS, and A. G. EDWARDS & SONS, INC. Brian has a Series 7 and Series 66 license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. Brian is also registered as an Investment Advisor Representative (IAR) in Arizona, Texas, and Washington. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
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WA
04/25/2014 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
10/14/2009 - 04/23/2014
KEY INVESTMENT SERVICES LLC (GRAHAM WA)
WA
11/19/2007 - 10/15/2009
RBC CAPITAL MARKETS CORPORATION (GIG HARBOR WA)
WA
11/19/2002 - 07/20/2007
RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
MO
06/20/2001 - 11/13/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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