Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Christopher Whitaker is a financial advisor registered with Mariner Independent and has been in the industry since 2021. Jacob has experience in portfolio management, financial planning, and pension consulting. Jacob Whitaker is registered as an Investment Advisor Representative in California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/31/2022 - Present
Mariner Independent (Sacramento CA)
BOTH
Issued 05/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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