Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Geglein is an investment advisor representative registered with Constellation Wealth Advisors in Cincinnati, Ohio. Jacob has been in the securities industry since 2011. Jacob previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob has passed the Series 66, Series 7, and SIE exams. Constellation Wealth Advisors is a Registered Investment Advisor firm headquartered in Cincinnati, Ohio. Constellation Wealth Advisors provides investment advisory services to individuals, families, and institutions. The firm offers a variety of investment services, including financial planning, portfolio management, and retirement planning. Constellation Wealth Advisors is committed to providing its clients with personalized investment advice and guidance.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
03/24/2020 - Present
Constellation Wealth Advisors (CINCINNATI OH)
OH
02/24/2011 - 10/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 04/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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