Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kirk Pankey is a licensed financial professional with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Jacob has been active in the financial industry since December 2019, working with a variety of clients including individuals, businesses, and charitable organizations. Jacob holds the Series 63, Series 6TO, and SIE licenses, demonstrating his expertise in a range of investment products and services. He is committed to providing personalized advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
KY
12/18/2019 - Present
J.p. Morgan Securities LLC (DANVILLE KY)
BC
Issued 01/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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