Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Randall Godfrey is a financial advisor with over 14 years of experience in the industry. Jacob has held several positions at various financial institutions, including Concourse Financial Group Securities, Inc., Waddell & Reed, and Trustmont Financial Group, Inc. Jacob is currently an Investment Advisor Representative at International Assets Investment Management, LLC. He specializes in portfolio management for individuals and businesses. Jacob holds Series 7, 63, and 65 licenses, as well as the SIE and Series 52TO licenses. He is registered in Florida and Texas. Jacob is dedicated to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/16/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
09/19/2016 - 12/07/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
09/11/2014 - 09/06/2016
WADDELL & REED (MAITLAND FL)
FL
06/30/2011 - 08/18/2014
TRUSTMONT FINANCIAL GROUP, INC. (ORLANDO FL)
SD
02/05/2011 - 05/20/2011
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 3/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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