Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Gregory Shuman is a financial advisor with EP Wealth Advisors. Jacob has been in the industry since 2014 and holds the Series 65 license. Jacob has a variety of experience in the financial industry, having worked at several firms, including Citizens Bank, PGA Tour, and Eastspring Investments. Jacob specializes in providing financial planning and investment advice to individuals, businesses, and retirement plan participants. Jacob is also licensed to provide financial advice in California and Massachusetts.
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.
Retirement plan advisory services & tax preparation services
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
08/23/2024 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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