Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Layden is a financial advisor with over 10 years of experience in the industry. Jacob is currently registered with Robert W. Baird & Co. Inc. and has a Series 6, 7, 63, and 66 license. Jacob is a registered representative in several states including Ohio, Florida, Wisconsin, and Texas. Jacob has a passion for helping individuals and families achieve their financial goals. Jacob's expertise includes portfolio management, financial planning, and investment advice. Jacob has a history of working in the industry. Prior to joining Robert W. Baird & Co. Inc., Jacob worked for HARRIS INVESTOR SERVICES, INC. Jacob is committed to providing his clients with personalized service and sound financial advice.
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.
See schedule d
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.
Hard dollar payments for research
1
2
OH
02/03/2014 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
WI
08/21/2009 - 06/21/2010
HARRIS INVESTOR SERVICES, INC. (FRANKLIN WI)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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