Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Chandler is a financial advisor with TLG Advisors, Inc., with over 10 years of experience in the financial industry. Jacob has a Series 7, Series 63, Series 24, Series 26, and Series 65 licenses. Jacob has been registered with the Securities and Exchange Commission (SEC) since 2012. Jacob has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Jacob specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.
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.
Placement of institutional funds
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
CO
04/10/2019 - Present
TLG Advisors, Inc. (Littleton CO)
GA
01/15/2019 - 03/07/2019
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (MCDONOUGH GA)
GA
06/21/2017 - 12/10/2018
AMERITAS INVESTMENT CORP. (GREENSBORO GA)
GA
07/12/2012 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
IA
Issued 02/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/06/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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