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Jacob Austin Vandersteen

Umergence LLC

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About Jacob Austin Vandersteen

Jacob Austin Vandersteen is a financial advisor with Umergence LLC in PLANTSVILLE, CT. Jacob holds the Series 7TO, Series 63, and SIE licenses. Jacob's firm is registered with FINRA and has a branch office located at 1006 S. MAIN ST. in PLANTSVILLE, CT. Jacob has been in the industry since November 9, 2022. Jacob is currently registered in Minnesota.

Firm Information

Jacob Vandersteen is currently registered with Umergence LLC. Umergence LLC is a Limited Liability Company formed in 2015. It is registered to operate in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

34

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.

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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Jacob Vandersteen’s Registration & Firm History

CT

11/10/2022 - Present

Umergence LLC (PLANTSVILLE CT)

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Licenses & Designations

BC

Issued 11/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Austin Vandersteen.
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