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Jacob Anthony Metro is an Investment Advisor Representative registered with Slatestone Wealth LLC in Florida. Jacob has been in the industry since 2013. Jacob has been registered with Slatestone Wealth LLC since October 2023. Jacob currently holds Series 65. Jacob is specialized in providing financial planning, selection of other advisors, and portfolio management for individuals. Slatestone Wealth LLC is a Registered Investment Advisor with the SEC and provides financial planning and portfolio management for individuals, corporations, 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.
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.
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FL
03/01/2024 - Present
Slatestone Wealth LLC (JUPITER FL)
IA
Issued 02/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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