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Jacob Andrew Willis

Touchstone Advisors Inc.

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About Jacob Andrew Willis

Jacob Willis is a registered investment advisor representative with Touchstone Advisors Inc. Jacob Willis is a securities professional with experience in the financial services industry since 2009. Jacob Willis's registration with the state of Ohio allows him to provide investment advice to clients within the state. Jacob Willis has also held prior roles with Pacific Select Distributors, LLC, Security Distributors, Inc., Metlife Investors Distribution Company, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Jacob Willis is also affiliated with IFS Financial Services. Jacob Willis holds Series 66, Series 31, Series 7 and SIE licenses.

Firm Information

Jacob Willis is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Willis’s Registration & Firm History

OH

06/23/2021 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

CA

05/13/2014 - 03/17/2021

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

KS

05/15/2013 - 04/14/2014

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

CA

03/17/2010 - 05/08/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)

CA

06/01/2009 - 03/12/2010

MORGAN STANLEY SMITH BARNEY (TORRANCE CA)

CA

11/05/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 11/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 11/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Andrew Willis.
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