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Jacob Caldwell Drum

BCR Wealth Strategies

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About Jacob Caldwell Drum

Jacob Caldwell Drum is an investment advisor representative currently registered with BCR Wealth Strategies. Jacob has been in the industry since 2012. Jacob holds the Series 65 license. Jacob is also a member of Kapital Partners, LLC. Jacob is registered with the state of Alabama.

Firm Information

Jacob Drum is currently registered with BCR Wealth Strategies. BCR Wealth Strategies is an investment advisor registered with the SEC and located in VESTAVIA, AL. They manage over $404 million in assets for a diverse range of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. BCR Wealth Strategies offers financial planning, pension consulting, and selection of other advisers. They are dedicated to providing personalized wealth management strategies to meet the unique needs of their clients.
BCR Wealth Strategies

1952 URBAN CENTER PARKWAY

VESTAVIA, AL 35242-2594

$404.48M

Assets Under Management

Not reported

Total Clients

10

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 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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Jacob Drum’s Registration & Firm History

AL

12/06/2022 - Present

BCR Wealth Strategies (VESTAVIA AL)

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Licenses & Designations

IA

Issued 11/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Caldwell Drum.
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