Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Edwards is a financial advisor with over 20 years of experience in the financial services industry. Jacob is currently registered with Hilltop Securities Inc. and provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jacob has a strong background in the financial services industry and has held previous positions with First Southwest Company, LLC and MetLife Securities Inc. Jacob holds a Series 7, Series 66, and SIE licenses and is registered to provide investment advisory services in multiple states.
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.
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.
12b-1 fees
1
2
TX
01/25/2016 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
09/18/2006 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (DALLAS TX)
TX
05/19/2003 - 09/21/2006
METLIFE SECURITIES INC. (DALLAS TX)
TX
05/19/2003 - 09/21/2006
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
BOTH
Issued 04/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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