Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Matthew Gustafson is a financial advisor with Great Valley Advisor Group, Inc. He has been in the industry since January 13, 2016. Jacob is registered in 10 states and has passed both the Series 7 and Series 66 exams. His specializations include Retirement Planning, Education Planning, College Savings Plans, Estate Planning, and Insurance. Jacob's prior experience includes Next Level Planning & Wealth Management and LPL Financial.
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.
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.
Consulting services
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
WI
05/26/2016 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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