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Jacob Louis Robertson

Nylife Securities LLC

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About Jacob Louis Robertson

Jacob Robertson is a financial advisor with Nylife Securities LLC. Jacob has been in the industry since 1987 and has a wide range of experience in the financial services industry. Jacob is registered in 28 states. Jacob is currently located at the Alpharetta, GA office of Nylife Securities LLC.

Firm Information

Jacob Robertson is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Robertson’s Registration & Firm History

GA

03/13/1995 - Present

Nylife Securities LLC (ALPHARETTA GA)

NY

04/10/1987 - 08/03/1994

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/09/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Louis Robertson.
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