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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lund is a financial advisor with Cambridge Investment Research Advisors, Inc. Jacob has been in the financial services industry for over eight years. Jacob holds the Series 6, Series 7TO, Series 63, and SIE licenses and the Uniform Investment Adviser Law Examination. Jacob provides financial planning, portfolio management for individuals and businesses, and pension consulting. Jacob is committed to providing clients with the highest level of service and expertise. Jacob's previous experience includes working with COUNTRY CAPITAL MANAGEMENT COMPANY and NATIONAL PLANNING CORPORATION.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
11/07/2022 - Present
Cambridge Investment Research Advisors, Inc. (Gilbert AZ)
AZ
12/03/2014 - 08/15/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (Mesa AZ)
AZ
06/16/2014 - 08/08/2014
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
IA
Issued 11/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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