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Jacob Havenstein

Farmers Financial Solutions, LLC

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About Jacob Havenstein

Jacob Havenstein is a financial professional with over 19 years of experience in the industry. Currently, Jacob is registered with Farmers Financial Solutions, LLC. Jacob holds the Series 6, Series 6TO and SIE licenses and the Series 63 state registration. Jacob has a broad experience working with individual clients.

Firm Information

Jacob Havenstein is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Havenstein’s Registration & Firm History

CA

09/04/2024 - Present

Farmers Financial Solutions, LLC (Westlake Village CA)

IL

03/30/2005 - 04/21/2005

COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 04/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/09/2024

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Havenstein.
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