Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lin is a financial advisor who has been in the industry since February 26, 2017. Jacob is currently registered with PNC Investments in Delaware, Ohio and Cherry Hill, New Jersey. Jacob previously worked with J.P. Morgan Securities LLC in Upper Arlington, Ohio. Jacob holds Series 4, 6, 7, 24, 31, 51, 52, 53, 63, 65, and 66 licenses. Jacob is also registered as an investment advisor representative in Kentucky, Ohio, and Washington.
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.
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.
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2
OH
03/22/2021 - Present
PNC Investments (DELAWARE OH)
OH
02/27/2017 - 03/29/2021
J.P. MORGAN SECURITIES LLC (UPPER ARLINGTON OH)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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