Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Austin Gelhar is a registered representative with Associated Investment Services, Inc. Jacob's current scope of business is active. Jacob is located in Madison, WI and is registered with FINRA. Jacob holds Series 7TO and SIE securities licenses. Jacob has been in the industry since March 25th, 2024.
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.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
1
2
WI
03/26/2024 - Present
Associated Investment Services, Inc. (MADISON WI)
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Gelhar is the right advisor for you? Invested Better is here to help.
