Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Werner is a financial advisor at D.A. Davidson & Co. Jacob has been in the industry since 2002 and has a wide range of experience in financial planning, portfolio management and investment advice. Jacob is registered with FINRA and holds the Series 7, 63, and 65 licenses. In addition to his professional experience, Jacob is an active member of the community, serving on the board of the Bridger Bowl Association. Jacob is committed to providing personalized financial advice to help clients reach 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.
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.
1
2
MT
09/19/2018 - Present
D.a. Davidson & Co. (BOZEMAN MT)
MT
11/13/2002 - 01/16/2007
EDWARD JONES (BOZEMAN MT)
IA
Issued 06/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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