Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Shanklin is a financial professional registered with Forge Securities LLC. Jacob has been working in the industry since November 1, 2020, and holds the Series 7, 99, and SIE licenses. Jacob has experience working at both Forge Securities LLC and Forge Markets LLC. Jacob's previous experience also includes working at SVB Wealth Advisory, Inc.
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.
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.
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2
CA
07/19/2021 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
06/07/2021 - 09/10/2021
FORGE MARKETS LLC (SAN FRANCISCO CA)
CA
10/21/2020 - 05/25/2021
SVB WEALTH ADVISORY, INC. (SAN FRANCISCO CA)
BC
Issued 02/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2020
Series 99TO - Operations Professional Examination
BC
Issued 09/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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