Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McCloy is an investment advisor representative currently associated with Empower Advisory Group, LLC, where Jacob has been employed since September 29, 2022. Previously, Jacob was associated with Cetera Advisors LLC and National Planning Corporation, where Jacob was registered as a broker-dealer and an investment advisor representative. Jacob specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jacob obtained the Series 7, Series 63, and Series 65 securities licenses, and holds the SIE designation. Jacob has been in the financial industry since July 1, 2017.
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.
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.
1
2
CO
09/29/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
10/12/2017 - 08/21/2018
CETERA ADVISORS LLC (COLORADO SPRINGS CO)
CO
05/31/2016 - 10/16/2017
NATIONAL PLANNING CORPORATION (COLORADO SPRINGS CO)
IA
Issued 09/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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