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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob John Wilson is an investment advisor representative with Blue Water Capital Management, LLC. Jacob John Wilson is licensed in North Carolina and has been in the industry since August 2016. Jacob John Wilson has a Series 65 license. Jacob John Wilson holds a bachelor's degree and has over 10 years of experience in financial services. Jacob John Wilson specializes in providing financial planning, portfolio management, and educational seminars. Jacob John Wilson has experience working with individuals, high-net-worth individuals, and charitable organizations.
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.
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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NC
01/26/2019 - Present
Blue Water Capital Management, LLC (APEX NC)
IA
Issued 12/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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