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Jacob Matthew Wise

Pruco Securities, LLC

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About Jacob Matthew Wise

Jacob Matthew Wise is a financial advisor with Pruco Securities, LLC, based in San Diego, CA. Jacob has been a registered representative since June 12, 2024. Previously, Jacob was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacob holds the Series 66, Series 7TO, and SIE licenses. Jacob is also a tutor and provides educational instruction for K-12 students.

Firm Information

Jacob Wise is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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other

Compensation from lpl enterprise, llc

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Jacob Wise’s Registration & Firm History

CA

06/12/2024 - Present

Pruco Securities, LLC (SAN DIEGO CA)

CA

01/01/2024 - 05/30/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Matthew Wise.
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