Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Clark is an investment advisor representative at Davenport & Co. LLC. Jacob has been in the industry since October 2020 and has offices in Williamsburg, VA. Jacob holds Series 7, Series 66, and SIE licenses and has passed 1 state exam. Jacob has been registered in 4 states for securities and investment advisory activities. Jacob's firm Davenport & Co. LLC has been in business since 1978 and has offices in 5 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
09/19/2022 - Present
Davenport & Co. LLC (WILLIAMSBURG VA)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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