Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Biedenback is an active investment advisor representative with J.p. Morgan Securities LLC. Jacob has been in the industry since October 3, 2011. Jacob has experience with a variety of firms, including Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, and Morgan Stanley Smith Barney. Jacob specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jacob holds a Series 7, Series 31, Series 66, and SIE license.
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
1
2
MD
12/11/2023 - Present
J.p. Morgan Securities LLC (Baltimore MD)
MD
02/17/2021 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (BEL AIR MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
07/15/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BEL AIR MD)
MD
04/26/2013 - 06/18/2014
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
02/14/2012 - 04/19/2013
CBIZ FINANCIAL SOLUTIONS, INC. (COLUMBIA MD)
MD
07/06/2011 - 03/02/2012
MORGAN STANLEY SMITH BARNEY (HUNT VALLEY MD)
BOTH
Issued 08/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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