Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Madison Jacobs is a registered Investment Advisor Representative with Towers Watson Investment Services, Inc. Cole Jacobs is also registered in Texas. Cole Jacobs's employment history includes Aon. Cole Jacobs has specialized in pension consulting. Cole Jacobs's firm, Towers Watson Investment Services, Inc. is based in Chicago, Illinois.
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.
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.
See schedule d, miscellaneous, for a description of other advisory services
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.
Fee based on a percentage of assets advised on
1
2
GA
05/02/2018 - Present
Towers Watson Investment Services, Inc. (Atlanta GA)
Active
Inactive
Not sure Cole Jacobs is the right advisor for you? Invested Better is here to help.
