Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Frederick Schutt is an investment advisor representative at Parallel Advisors, LLC. Jacob has been in the industry since 2002 and has experience in portfolio management for individuals and businesses. Jacob holds a Series 7, Series 31, and Series 66 licenses.
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.
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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CA
05/18/2007 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
04/02/2007 - 05/22/2007
MORGAN STANLEY & CO., INCORPORATED (SAN RAFAEL CA)
CA
10/31/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SAN RAFAEL CA)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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