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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory W. Jacobs is an investment advisor representative with Osaic Wealth, Inc. Gregory has been in the securities industry for over 20 years, and has a wide range of experience in financial planning, portfolio management, and retirement planning. Gregory is also a registered investment advisor in Nevada. Gregory has been with Osaic Wealth, Inc. since June 2024. Before that, Gregory worked at Securities America, Inc. from January 2009 to June 2024 and Brecek & Young Advisors, Inc. from January 2001 to January 2009. Gregory also worked at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated from October 2000 to December 2000. Gregory holds the Series 6, Series 63, Series 65, and SIE licenses. Gregory is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
NV
06/14/2024 - Present
Osaic Wealth, Inc. (RENO NV)
NV
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (RENO NV)
NV
01/04/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (RENO NV)
WI
10/02/2000 - 12/13/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/02/2000 - 12/13/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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