Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wharton is a financial advisor with First Horizon Advisors, Inc. in Lafayette, LA. Jacob has 2 product exams, a Series 7TO and a SIE, and is registered as a Registered Representative in LA. Jacob is licensed in LA and also works as a Private Client Relationship Manager for First Horizon Bank. Jacob has been in the industry since 2018 and previously worked for Iberiabank Corporation and Foster Marketing.
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.
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
LA
12/26/2024 - Present
First Horizon Advisors, Inc. (Baton Rouge LA)
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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