Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hampton Adams is a financial advisor with Stonex Advisors Inc. Jacob has been in the financial services industry since 2023. Jacob is registered to provide investment advisory services in Alabama, Georgia, Indiana, Mississippi, and North Carolina. Jacob holds the Series 63, Series 65, Series 7TO, and SIE licenses. Stonex Advisors Inc. is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) and the firm has offices in Florence, Alabama and Birmingham, Alabama. Jacob provides financial consulting services, financial planning, pension consulting, and educational seminars. Jacob works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
Financial consulting 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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2
AL
06/12/2024 - Present
Stonex Advisors Inc. (Florence AL)
GA
07/10/2023 - 05/20/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (St Simons Island GA)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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