Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McBride is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jacob is licensed to provide financial and investment advisory services in the state of Washington. He has been in the financial industry since 2017. His experience includes working for Wells Fargo Bank, NA and Eastridge Church. Jacob currently holds the Series 7, Series 66 and SIE licenses. He is also a registered investment advisor. Jacob's expertise is in providing financial planning, investment consulting services to institutional clients, and portfolio management for businesses and individuals. Jacob's primary office location is at 999 3RD AVE 40TH FL, Seattle, Washington 98104.
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.
Investment consulting services to institutional clients
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
WA
05/31/2022 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
BOTH
Issued 05/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacob McBride is the right advisor for you? Invested Better is here to help.
