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Jacob John Storms

Facet

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About Jacob John Storms

Jacob John Storms is an investment advisor representative, registered in Arizona and Texas, associated with Facet. Jacob has been in the industry since 2001 and has a background with Northwestern Mutual Investment Services, LLC and MetLife Securities Inc. Jacob is a Certified Financial Planner and a Chartered Financial Consultant. Jacob also owns two fast casual food franchises. Facet Wealth is a Registered Investment Advisor headquartered in Baltimore, Maryland, managing over $3.8 billion in assets for approximately 2957 clients. Facet offers financial planning and portfolio management services.

Firm Information

Jacob Storms is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jacob Storms’s Registration & Firm History

AZ

01/20/2022 - Present

Facet (Phoenix AZ)

AZ

01/15/2007 - 03/14/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

WI

03/05/2001 - 04/19/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

MA

11/06/2000 - 02/07/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/06/2000 - 02/07/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/13/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob John Storms.
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