Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Christian Timm is a registered Investment Advisor Representative with Hightower Advisors, LLC in Chicago, Illinois. Jacob has been in the industry since 2011, with previous roles at Richards, Merrill & Peterson, Inc., and Morgan Stanley Smith Barney. Jacob is licensed in Washington State and holds the Series 7 and Series 66 securities licenses. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/23/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
WA
11/02/2011 - 02/16/2012
RICHARDS, MERRILL & PETERSON, INC. (SPOKANE WA)
WA
02/11/2011 - 10/10/2011
MORGAN STANLEY SMITH BARNEY (SPOKANE WA)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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