Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Van Rossum is an investment advisor representative at Osaic Wealth, Inc. in Chico, California. Jacob has over 28 years of experience in the financial services industry and holds a Series 63, 7, and 24 licenses. Jacob has been registered with the state of California since 2024. Jacob is also registered with the state of Florida. Jacob has worked for various firms throughout their career including Securities America, Inc., Foothill Securities, Inc., and IFG Network Securities, Inc. Jacob has worked at Osaic Wealth, Inc. since June 2024.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (CHICO CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (CHICO CA)
CA
11/30/1998 - 12/08/2016
FOOTHILL SECURITIES, INC. (CHICO CA)
GA
07/06/1995 - 12/02/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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