Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dylan Duke is a financial advisor located in Mount Pleasant, SC, and is registered with J.p. Morgan Securities LLC. Jacob has been in the financial industry since March 2023. Jacob has passed the Series 63, Series 6TO and SIE exams and holds licenses in Georgia and South Carolina. Jacob focuses on financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
SC
03/10/2023 - Present
J.p. Morgan Securities LLC (Mount Pleasant SC)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Duke is the right advisor for you? Invested Better is here to help.
