Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Harper is an investment advisor representative at D.a. Davidson & Co. located in Roseville, CA. Jacob is registered with the state of California to provide investment advice. Jacob has been in the industry since 2005 and has been associated with D.a. Davidson & Co. since 2023. Prior to joining D.a. Davidson & Co., Jacob was associated with WELLS FARGO CLEARING SERVICES, LLC and BANCWEST INVESTMENT SERVICES, INC. Jacob Harper holds Series 66, Series 7 and SIE licenses. Jacob is a licensed investment advisor representative. Jacob is also registered to provide investment advice in Arizona, California, Florida, Idaho, Illinois, Indiana, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Utah, Virginia, Washington, and Wisconsin. Jacob has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Jacob Harper is a licensed investment advisor representative and provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/15/2023 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
CA
08/05/2013 - 09/20/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
01/10/2012 - 08/14/2013
BANCWEST INVESTMENT SERVICES, INC. (CITRUS HEIGHTS CA)
CA
03/23/2007 - 01/06/2012
U.S. BANCORP INVESTMENTS, INC. (SACRAMENTO CA)
CA
02/27/2006 - 09/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
08/10/2004 - 11/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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