Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Colby Smith is a financial advisor with over 17 years of experience in the financial services industry. Jacob is currently registered with Fidelity Personal And Workplace Advisors and has held previous roles with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jacob holds multiple licenses and certifications, including Series 7, Series 9, Series 10, and Series 66. Jacob is also a Registered Investment Advisor (IA) in the state of Texas. Jacob is passionate about helping clients reach their financial goals and provides a range of financial services, including portfolio management, financial planning, and educational seminars.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
02/14/2005 - 07/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
MN
02/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 2/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/15/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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