Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Andrew Kerwin is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jacob has been in the financial industry since 2009. Prior to joining Wells Fargo Advisors Financial Network, LLC, Jacob worked at Wells Fargo Clearing Services, LLC and First Clearing, LLC. Jacob is registered with the state of Missouri as a Registered Representative and Investment Advisor Representative. Jacob holds Series 7, Series 63, Series 66 and Series 24 licenses. Jacob specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisers. Jacob has experience working with clients of various types, including individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
01/25/2013 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/03/2011 - 07/05/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/22/2014 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MN
01/30/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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