Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Certner is an investment advisor representative at J.P. Morgan Securities LLC. Jacob Certner is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of New York and Texas. Jacob Michael Certner has been in the securities industry for over 4 years. Jacob Certner holds the Series 7TO, Series 63, and Series 65 licenses. Jacob Certner is also registered as an Investment Adviser Representative with the state of New York and Texas. Jacob Certner specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jacob Certner also specializes in selecting other advisers.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/25/2024 - Present
J.p. Morgan Securities LLC (New York NY)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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