Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Albert Cline is a financial professional with over 35 years of experience in the financial services industry. Jacob has worked for several firms including T.L. Smith Securities, Prudential-Bache Securities Inc., Absolute Investments, Inc., First Research Financial, Dominion Investor Services, Inc. and is currently registered with Calton & Associates, Inc. Jacob is licensed to provide investment advice and securities brokerage services in Georgia, Michigan and Texas. He holds a variety of securities licenses including Series 3, 7, 22, 63, 99 and the SIE. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. He is also a registered representative and investment advisor representative.
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.
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.
Earned based on transactions or products sold.
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
TX
06/30/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
01/22/2021 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (ARLINGTON TX)
TX
02/17/2005 - 12/31/2020
FIRST RESEARCH FINANCIAL (ARLINGTON TX)
TX
03/22/1996 - 02/25/2005
ABSOLUTE INVESTMENTS, INC. (FORT WORTH TX)
TX
03/25/1991 - 07/11/1996
FIRST RESEARCH FINANCIAL (DALLAS TX)
NA
03/12/1990 - 05/14/1991
T.L. SMITH SECURITIES
NY
11/20/1985 - 01/11/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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