Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Reinhardt is a financial advisor with J.W. Cole Advisors, Inc. Jacob has a diverse range of experience in the financial industry, having worked for several other financial institutions prior to joining J.W. Cole Advisors, Inc. including Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Northwestern Mutual Investment Services, LLC. Jacob holds a Series 7 and Series 66 licenses and a Certified Financial Planner designation. Jacob offers a variety of financial planning services, including asset management and risk mitigation through insurance, to high net worth individuals, charitable organizations, corporations and other businesses, and individuals other than high net worth. Jacob is registered with the state of Minnesota and holds a securities registration with the state of Florida.
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.
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.
Hourly & fixed rate consulting
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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2
FL
04/22/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MN
01/26/2022 - 05/06/2024
CHARLES SCHWAB & CO., INC. (Edina MN)
MN
02/26/2018 - 05/06/2024
TD AMERITRADE, INC. (Edina MN)
MN
04/06/2016 - 02/26/2018
SCOTTRADE, INC. (BLOOMINGTON MN)
MN
10/27/2015 - 03/15/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDEN PRAIRIE MN)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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