Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McLeod is a financial advisor registered with AE Wealth Management, LLC in Jacksonville, Florida. Jacob is also a financial advisor for NuVenture Financial Group. Jacob has been a financial advisor since 2024. Jacob has experience in the financial services industry and holds a Series 65 license. Jacob provides financial advice to individuals, businesses and pension plans. Jacob is dedicated to providing comprehensive financial advice and strategies to help clients reach their financial goals.
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.
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.
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FL
11/18/2024 - Present
AE Wealth Management, LLC (Jacksonville FL)
Active
Inactive
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