Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Garrett Hudgins is a financial advisor with Concourse Financial Group Securities, Inc., with over 12 years of experience in the financial industry. Jacob holds Series 6, 7TO, 63 and 65 licenses and is registered in the District of Columbia, Maryland, Virginia and West Virginia. Jacob has previously worked with Securities America, Inc., Transamerica Capital, Inc., Woodbury Financial Services, Inc. and Jackson National Life Distributors LLC. Jacob specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/18/2024 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
VA
12/17/2020 - 03/31/2022
SECURITIES AMERICA, INC. (WILLIAMSBURG VA)
CO
01/10/2019 - 10/12/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
VA
04/13/2016 - 12/31/2018
WOODBURY FINANCIAL SERVICES, INC. (MANASSAS VA)
TN
02/08/2010 - 03/24/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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