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Jacob Kruse

Bankers Life Securities, Inc.

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About Jacob Kruse

Jacob Kruse is a registered representative with Bankers Life Securities, Inc. in Austin, TX. Jacob Kruse is licensed to sell securities in Texas and Illinois. Jacob Kruse has passed the Series 7TO, Series 63, and the SIE exams. Jacob Kruse has been in the industry since August 28, 2023.

Firm Information

Jacob Kruse is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Kruse’s Registration & Firm History

TX

08/29/2023 - Present

Bankers Life Securities, Inc. (Austin TX)

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Licenses & Designations

BC

Issued 11/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jacob Kruse. Review regulatory record here.
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