Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Bond is an investment advisor representative with Cresset Asset Management, LLC. Jacob Bond is licensed in Washington. Jacob Bond has been in the industry since August 2005. Jacob Bond is also a licensed insurance agent of True Capital Insurance Services, LLC, an affiliated insurance company of Cresset Asset Management, LLC. Jacob Bond is not compensated in any manner for providing or recommending any service of True Capital Insurance Services, LLC to any clients of Cresset Asset Management, LLC. Jacob Bond holds the Series 6, Series 7, Series 62, Series 63, and Series 65 licenses. Jacob Bond is a Certified Financial Planner™.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/01/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
08/03/2005 - 03/26/2007
MML INVESTORS SERVICES, INC. (SAN FRANCISCO CA)
IA
Issued 05/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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