Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Barton is a registered Investment Advisor Representative in Illinois with Promus Capital, LLC. Jacob has been in the financial services industry since June 2012 and holds a Series 65 license. Jacob specializes in financial planning and portfolio management for individuals, businesses, and charitable organizations. Promus Capital, LLC focuses on providing a variety of advisory services to individuals, businesses, and non-profit organizations.
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.
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.
Family office 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.
1
2
IL
10/12/2018 - Present
Promus Capital, LLC (CHICAGO IL)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jacob Barton is the right advisor for you? Invested Better is here to help.
