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Fonda Elizabeth Jacobs

Pershing LLC

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About Fonda Elizabeth Jacobs

Fonda Elizabeth Jacobs is a financial advisor who has been in the industry since 1998. Jacobs is currently registered with Pershing LLC, and has previously worked at Nationwide Securities, Inc., 1717 Capital Management Company, J.P. Morgan Securities Inc. and Vanguard Marketing Corporation. Jacobs holds Series 6, 7, 26 and 63 licenses.

Firm Information

Fonda Jacobs is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Fonda Jacobs’s Registration & Firm History

NJ

06/02/2021 - Present

Pershing LLC (JERSEY CITY NJ)

DE

08/11/2006 - 01/12/2007

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

DE

11/01/2005 - 01/12/2007

NATIONWIDE SECURITIES, INC. (NEWARK DE)

NY

05/01/2001 - 03/31/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/23/2000 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

PA

11/24/1998 - 02/08/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 11/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Fonda Elizabeth Jacobs.
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