Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jordison is a financial advisor associated with LPL Financial LLC. Jacob has been in the financial industry since July 4, 2007. Jacob has passed the Series 7 and Series 66 exams, as well as the Securities Industry Essentials Examination. Jacob has been registered in several states and is currently registered in Idaho, Texas, and Utah. Jacob has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Mountain American Credit Union. Jacob also has experience with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
07/15/2019 - Present
LPL Financial LLC (RIVERTON UT)
UT
01/03/2011 - 07/12/2019
WELLS FARGO CLEARING SERVICES, LLC (DRAPER UT)
UT
07/05/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MURRAY UT)
BOTH
Issued 07/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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