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Jacob C Foster

Diversified, LLC

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About Jacob C Foster

Jacob Foster is a registered investment advisor representative with Diversified, LLC in Birmingham, Alabama. Jacob has been in the financial industry since 2008, previously working at Edward Jones. Jacob is registered with the state of Alabama and holds the Series 65 and Series 66 licenses. Jacob also holds the Series 7 license, which is a general securities license. Jacob specializes in working with high-net-worth individuals and families, as well as corporations, pension and profit-sharing plans, pooled investment vehicles, and other businesses. Jacob's firm offers a variety of financial planning and advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors.

Firm Information

Jacob Foster is currently registered with Diversified, LLC. Diversified, LLC is an investment advisory firm headquartered in Wilmington, Delaware. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Diversified, LLC manages over $1.5 billion in assets for over 1,500 clients, including high net worth individuals, corporations, and pension plans. They are a registered investment advisor with the SEC and have a wrap fee program.
Diversified, LLC

3705 CONCORD PIKE

WILMINGTON, DE 19803

$1.55B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Jacob Foster’s Registration & Firm History

AL

05/12/2023 - Present

Diversified, LLC (Birmingham AL)

AL

06/27/2008 - 02/10/2011

EDWARD JONES (FAIRHOPE AL)

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Licenses & Designations

IA

Issued 05/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob C Foster.
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