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Jacob Benjamin Brown

Lockton Investment Securities, LLC

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About Jacob Benjamin Brown

Jacob Brown is a financial advisor with Lockton Investment Securities, LLC. Jacob is registered with the state of Arizona and is a Series 6 and Series 63 licensed representative. Jacob joined the firm on December 3, 2013 and has been working in the securities industry since December 2, 2013.

Firm Information

Jacob Brown is currently registered with Lockton Investment Securities, LLC. Lockton Investment Securities, LLC is a Limited Liability Company formed in May 2016. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 Brown’s Registration & Firm History

AZ

12/03/2013 - Present

Lockton Investment Securities, LLC (Scottsdale AZ)

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Licenses & Designations

BC

Issued 12/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Benjamin Brown.
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