Unclaimed
Jacob Lawrence Fedor is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Jacob is a seasoned professional with over 23 years in the financial industry. Jacob has experience with both individual and business clients. Jacob is registered with the following states: Alabama, Florida, Idaho, Illinois, Indiana, Kentucky, Michigan, Missouri, Ohio, South Carolina, Texas and West Virginia. Jacob holds FINRA Series 7, 66, and SIE licenses. Jacob has held previous positions with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
08/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (Madison IN)
IN
01/01/2008 - 06/09/2009
WELLS FARGO ADVISORS, LLC (GREENWOOD IN)
IN
03/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS IN)
BOTH
Issued 04/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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