Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Munk is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the financial industry since July 26, 2018. Jacob is a licensed advisor in 14 states and has held previous positions with CETERA ADVISORS LLC and WADDELL & REED. Jacob holds Series 66, SIE and Series 7 licenses and has extensive experience providing financial advice to individual clients, businesses, pension plans, and corporations. In addition to working as a financial advisor, Jacob also owns and operates HARROW CONSULTING, LLC, and HARROW CAPITAL GROUP LLC. Jacob Munk is dedicated to providing clients with the highest level of financial expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
03/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
ID
03/13/2019 - 01/10/2023
CETERA ADVISORS LLC (IDAHO FALLS ID)
ID
09/18/2017 - 07/05/2018
WADDELL & REED (BOISE ID)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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