Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jeffery Keller is a Financial and Operations Principal at Associated Investment Services, Inc. with experience in the financial industry. Jacob holds a Series 27 license. Jacob's specializations include Mutual Fund Wrap, Financial Planning, and Selection of Other Advisers. Jacob works primarily with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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WI
03/16/2023 - Present
Associated Investment Services, Inc. (GREEN BAY WI)
BC
Issued 03/16/2023
Series 27 - Financial and Operations Principal Examination
Active
Inactive
F
FINRA
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