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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Christian Walter is an investment advisor representative with Clearbridge Investments, LLC. Jacob has been in the financial industry for over 20 years. Jacob holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jacob's areas of specialization include investment company products, variable contracts, equity securities, fixed income securities, and mutual funds. Jacob is also a Certified Financial Planner. Jacob has experience with various client types, including high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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.
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.
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.
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2
NY
02/06/2023 - Present
Clearbridge Investments, LLC (NEW YORK NY)
KS
02/20/2007 - 09/02/2016
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/20/2007 - 09/02/2016
WADDELL & REED (OVERLAND PARK KS)
MO
08/30/2005 - 01/25/2007
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NC
09/08/2003 - 09/17/2004
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
TX
04/22/2002 - 03/28/2003
NFP SECURITIES, INC. (AUSTIN TX)
IA
Issued 10/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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