Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Butler is a financial advisor with Fidelity Brokerage Services LLC. Jacob has been in the industry since June 25, 2019. Jacob holds the Series 6, Series 7, and Series 63 licenses and has been registered with the state of Rhode Island since April 29, 2022. Jacob previously worked with J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC.
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
RI
04/29/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
OH
02/26/2021 - 04/03/2022
J.P. MORGAN SECURITIES LLC (LORAIN OH)
OH
01/25/2019 - 10/21/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jacob Butler is the right advisor for you? Invested Better is here to help.
