Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mortensen is a financial advisor who provides financial planning and investment advice. Jacob is registered with the state of Washington as an Investment Advisor Representative, and is a Certified Financial Planner. Jacob has been in the financial services industry since 2014, working for a number of firms, including Cheyette & Associates, Inc, International Parking Management, and Space Needle, before joining Trellis Advisors in 2019. Jacob is currently employed with Hightower Advisors, LLC. Jacob’s experience and expertise in advising individuals, corporations, and institutions is wide-ranging. Jacob's practice has a focus on retirement planning, college savings, and estate planning. Jacob’s practice offers a range of services, including financial planning, investment management, retirement planning, and estate planning.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
08/16/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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