Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Farabee is a financial advisor with Passive Capital Management, LLC. Jacob is a Series 63, 6TO, and SIE licensed professional, and also holds the Chartered Financial Analyst designation. Jacob has been in the financial services industry since 2019. Jacob has prior experience with LBMZ Securities, Inc. and PFM Fund Distributors, Inc.
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.
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.
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NY
03/15/2024 - Present
Passive Capital Management, LLC (Syracuse NY)
IL
04/30/2023 - 02/23/2024
LBMZ SECURITIES, INC. (CHICAGO IL)
PA
01/03/2020 - 01/23/2023
PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)
BC
Issued 02/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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