Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Goldberg is a financial advisor with Blackrock Investment Management, LLC. Jacob has been in the financial industry for 7 years. Jacob holds multiple licenses including Series 3, Series 7, Series 9, Series 10, and Series 66. Jacob is registered in 53 states. Jacob's experience includes working for Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. Jacob is a music enthusiast and enjoys performing music as a bassist in his free time.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
NJ
09/28/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
AZ
07/13/2015 - 04/28/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Goldberg is the right advisor for you? Invested Better is here to help.
