Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Reynolds is a registered investment advisor representative associated with Wallington Asset Management. Jacob is a seasoned financial professional with experience in the financial services industry. Jacob holds the Series 63, 66, 7, 9, and 10 securities licenses. Jacob's primary area of focus is on providing financial planning services to individuals, businesses, and charitable organizations. Jacob provides investment management services, including portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
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2
IN
03/17/2021 - Present
Wallington Asset Management (INDIANAPOLIS IN)
IN
09/07/2017 - 09/18/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 03/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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