Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hartley is a registered representative with Evercore Group LLC. Jacob holds Series 7, Series 79, Series 63 and SIE licenses. Jacob is licensed in 37 states. Jacob has been in the securities industry for over 6 years. Prior to joining Evercore Group LLC, Jacob was with CREDIT SUISSE SECURITIES (USA) LLC in NEW YORK, NY.
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.
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.
1
2
NY
04/11/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/02/2019 - 04/28/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/09/2016 - 08/03/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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