Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob C. Burnett is a financial advisor currently registered with MAI Capital Management, LLC in Cleveland, OH. Jacob has been in the financial industry since October 2019. Jacob holds a Series 7TO, Series 66, and SIE license and is a Certified Financial Planner. Jacob previously worked at Inverness Securities, LLC. Jacob specializes in investment advisory services, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
03/30/2023 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
02/18/2021 - 03/21/2023
INVERNESS SECURITIES, LLC (CLEVELAND OH)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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