Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Halladay is a financial professional with over 15 years of experience in the industry. Jacob is currently registered with Corient and Thece Wealth Management. Jacob has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jacob is a Series 66, Series 7, and SIE exam holder. Jacob has worked for several firms including Bel Air Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Corient Capital Partners, LLC. Jacob has a history of working in various cities including Los Angeles, Newport Beach, Toronto, and Miami.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
CA
07/30/2012 - 06/17/2019
BEL AIR SECURITIES LLC (LOS ANGELES CA)
CA
07/23/2007 - 08/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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