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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Alexander Filipowski is an investment advisor representative with Fisher Investments. Jacob has been in the industry for over 5 years and is registered in Florida and Texas. Jacob previously worked for PNC Investments and Cambridge Investment Research, Inc.. Jacob is a Series 7, Series 66 and SIE licensed 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.
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.
Portfolio assessment
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.
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.
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2
TX
12/11/2023 - Present
Fisher Investments (PLANO TX)
PA
12/08/2020 - 12/04/2023
PNC INVESTMENTS (PITTSBURGH PA)
PA
07/06/2018 - 04/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Butler PA)
BOTH
Issued 08/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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