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Jacob Howard Qualls

Mutual OF America Securities LLC

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About Jacob Howard Qualls

Jacob Howard Qualls is a financial professional with over 10 years of experience in the financial services industry. Jacob holds a Series 6, 7, 63, and 65 licenses. Jacob is currently registered with Mutual Of America Securities LLC and is located in Kirkland, Washington. Previously, Jacob was associated with Mutual of America Life Insurance Company and Pruco Securities, LLC. Jacob has demonstrated expertise in a variety of investment products and services, including mutual funds, variable annuities, and life insurance.

Firm Information

Jacob Qualls is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

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 Qualls’s Registration & Firm History

WA

06/26/2013 - Present

Mutual OF America Securities LLC (Kirkland WA)

WA

06/26/2013 - 10/15/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Kirkland WA)

WA

03/05/2010 - 03/07/2013

PRUCO SECURITIES, LLC. (ENUMCLAW WA)

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Licenses & Designations

IA

Issued 03/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2010

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 Howard Qualls.
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