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Jacob Herschel Gross

FTP Securities LLC

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About Jacob Herschel Gross

Jacob Herschel Gross is a financial advisor with FTP Securities LLC based in New York, NY. Jacob has been in the industry since July 12, 2016. Jacob holds Series 63, SIE, and Series 79 licenses and is registered in New York. Previously, Jacob was registered with BOFA SECURITIES, INC. and HOULIHAN LOKEY CAPITAL, INC..

Firm Information

Jacob Gross is currently registered with FTP Securities LLC. FTP Securities LLC is a Limited Liability Company that was formed on June 5, 2003. The firm is registered in all 50 states, as well as Puerto Rico and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

69

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 Gross’s Registration & Firm History

NY

01/16/2024 - Present

FTP Securities LLC (NEW YORK NY)

NY

11/15/2019 - 03/21/2023

BOFA SECURITIES, INC. (NEW YORK NY)

NY

06/22/2015 - 08/19/2019

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Herschel Gross.
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