Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Askari is a financial advisor with Edward Jones, a firm with more than 20,000 financial advisors across the United States and Canada. Jacob has been in the financial services industry since 2018 and has worked with a number of firms before joining Edward Jones. Jacob holds licenses for both securities and investments and has experience in providing financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/02/2024 - Present
Edward Jones (SAN ANTONIO TX)
TX
05/19/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
06/23/2021 - 04/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
12/20/2018 - 05/13/2021
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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