Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Trimble is a financial advisor with over 20 years of experience in the industry. Jacob is registered with U.S. Bancorp Investments, Inc. and provides financial advisory services to clients across a variety of specializations. Jacob has earned the Series 6, 7, 63 and 65 licenses and has a proven track record of helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
IA
Issued 04/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Trimble is the right advisor for you? Invested Better is here to help.
