Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cowden is a financial advisor with Fidelity Personal And Workplace Advisors. Jacob has been in the industry since 2017 and is registered in 54 states and the District of Columbia. Jacob holds the Series 63, 66, 7, and SIE licenses. Jacob is able to provide financial planning, portfolio management, and educational seminars. Jacob has a strong background in financial services and is committed to providing personalized advice to help clients reach their financial goals.
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.
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.
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.
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2
UT
10/14/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
11/15/2019 - 05/19/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/27/2017 - 08/30/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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