Unclaimed
Jacob Luther is a financial advisor who has been in the financial industry since 2013. Jacob is currently registered with Fifth Third Securities, Inc. in Florida and has been registered with the firm since June 2024. Jacob has previously been registered with CETERA INVESTMENT SERVICES LLC, AXA ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacob is registered to provide investment advice in 20 states, including California, Florida, Georgia, Illinois, and Texas. Jacob offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jacob is also a sponsor of a wrap fee program.
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.
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.
Sponsor wrap fee program
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.
1
2
FL
06/21/2024 - Present
Fifth Third Securities, Inc. (PONTE VEDRA FL)
FL
03/02/2018 - 06/14/2024
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
08/18/2016 - 10/03/2016
AXA ADVISORS, LLC (JACKSONVILLE FL)
FL
07/15/2011 - 08/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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