Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Allen Perkins is a financial advisor who has been in the industry since 2009. Jacob is currently registered with Kestra Investment Services, LLC and has been with the firm since November 2018. Jacob also has prior experience with Signator Investors, Inc. and Thrivent Investment Management Inc. Jacob is registered to conduct business in Illinois.
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.
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.
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2
IL
11/20/2018 - Present
Kestra Investment Services, LLC (Glenview IL)
IL
06/01/2018 - 11/01/2018
SIGNATOR INVESTORS, INC. (GLENVIEW IL)
IL
04/26/2005 - 01/15/2014
THRIVENT INVESTMENT MANAGEMENT INC. (SPRINGFIELD IL)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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