Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schmidt is a financial advisor with Raymond James & Associates, Inc. in Fort Wayne, Indiana. Jacob has been in the industry since 1981. Jacob is a registered representative in Indiana and Texas. Jacob has been registered with Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Jacob has worked in several other financial institutions including Stifel, Nicolaus & Company, Incorporated. Jacob is also a member of the Finance Committee at Emmanuel Lutheran Church.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
07/12/2024 - Present
Raymond James & Associates, Inc. (FT. WAYNE IN)
IN
10/18/2019 - 06/21/2024
ROBERT W. BAIRD & CO. INCORPORATED (FORT WAYNE IN)
IN
10/21/2005 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (FORT WAYNE IN)
MO
07/09/1999 - 10/24/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MI
05/11/1998 - 07/12/1999
RONEY & CO. (DETROIT MI)
MI
04/14/1989 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
11/09/1983 - 05/13/1989
SHEARSON LEHMAN HUTTON INC.
NA
03/23/1981 - 11/04/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/03/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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