Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ferrari is a financial advisor currently registered with Charles Schwab & CO., Inc. in Lone Tree, Colorado. Jacob has been in the industry since July 8, 2018. Previously, Jacob worked at WELLS FARGO CLEARING SERVICES, LLC in Aurora, Colorado and J.P. MORGAN SECURITIES LLC in Denver, Colorado. Jacob holds FINRA Series 6, Series 63 and SIE licenses. Jacob is also registered in California and Colorado.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/21/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
02/14/2018 - 02/04/2022
WELLS FARGO CLEARING SERVICES, LLC (AURORA CO)
CO
10/07/2016 - 09/27/2017
J.P. MORGAN SECURITIES LLC (DENVER CO)
BC
Issued 04/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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