Unclaimed
Jacob Lawrence vincent Saliba is a financial professional with over 15 years of experience in the industry. Jacob has a strong background in both brokerage and investment advisory services. Jacob is currently registered with J.P. Morgan Securities LLC and holds a Series 63, 66, and 65 license, as well as the Series 7 and SIE. Jacob is also registered in all 50 states for both brokerage and investment advisory services. Prior to joining J.P. Morgan Securities LLC, Jacob worked at Forge Securities LLC. Previously, Jacob worked at Barclays Capital Inc. and Lehman Brothers Inc. Jacob has a strong track record of providing clients with personalized financial advice and investment solutions.
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
CA
06/04/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
08/03/2021 - 03/05/2024
FORGE SECURITIES LLC (SAN FRANCISCO CA)
CA
11/13/2012 - 11/30/2020
J.P. MORGAN SECURITIES LLC (San Francisco CA)
MA
09/22/2008 - 05/16/2011
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
09/19/2006 - 09/22/2008
LEHMAN BROTHERS INC. (BOSTON MA)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
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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