Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Brinkman is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jacob has been in the industry since 2014. Jacob is currently registered in Missouri. Jacob has passed the Series 7, Series 66, and Series 99TO exams. Prior to joining Wells Fargo Clearing Services, LLC, Jacob was with Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Jacob specializes in providing financial advice to individuals, businesses, charitable organizations, and pension plans.
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
MO
01/12/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/16/2016 - 12/23/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
09/25/2014 - 09/14/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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