Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bradley Marrs is a financial advisor with Wells Fargo Clearing Services, LLC and is based in Salina, KS. Jacob has been a registered representative for over 9 years. Jacob holds a Series 66, Series 7, Series 9, Series 10, and Series 31 licenses. Jacob is also a Certified Financial Planner. Jacob previously worked for Sterne Agee Financial Services, Inc. and Edward Jones.
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.
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.
Investment consulting services to institutional clients
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.
1
2
KS
08/23/2022 - Present
Wells Fargo Clearing Services, LLC (SALINA KS)
KS
07/22/2015 - 04/25/2016
STERNE AGEE FINANCIAL SERVICES, INC. (SALINA KS)
KS
11/17/2014 - 05/05/2015
EDWARD JONES (SALINA KS)
BOTH
Issued 12/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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