Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Jacobs is an Investment Advisor Representative at Fisher Investments. Donald has been in the financial industry for over 20 years, and has a proven track record of providing investment advice to individuals, families, and institutions. Donald specializes in portfolio management, financial planning, and investment advice. Donald holds a Series 7, Series 63, and Series 66 licenses. Donald is a registered Investment Advisor Representative in Florida and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/09/2023 - Present
Fisher Investments (PLANO TX)
NY
12/01/2020 - 10/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
01/04/2007 - 04/02/2008
DUFF & PHELPS SECURITIES LLC (NEW YORK NY)
NY
10/03/2006 - 12/31/2006
CHANIN CAPITAL LLC (NEW YORK NY)
NY
07/01/2005 - 09/08/2006
THE SILVERFERN GROUP, INC. (NEW YORK NY)
NY
11/01/2000 - 02/05/2003
UBS WARBURG LLC (NEW YORK NY)
NJ
08/29/2000 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Donald Jacobs is the right advisor for you? Invested Better is here to help.
