Unclaimed
Jacob Logan Cooley is a financial advisor who has been in the industry since 2014. Jacob is currently registered with Northwestern Mutual Investment Services, LLC and has a Series 7, Series 6, and Series 63 license. Jacob was previously employed with J.P. Morgan Securities LLC. Jacob is registered with the state of Alabama, Louisiana, Michigan, Tennessee, Texas, Washington and Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
01/09/2019 - Present
Northwestern Mutual Investment Services, LLC (LAKE CHARLES LA)
LA
08/08/2014 - 09/07/2016
J.P. MORGAN SECURITIES LLC (LAKE CHARLES LA)
BC
Issued 10/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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