Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob N. Guinn is a financial advisor with HFG Wealth Management, LLC, located in THE WOODLANDS, TX. Jacob has been in the financial services industry for over 20 years. Jacob holds the Series 6, 7, 63, and 65 licenses. Jacob's areas of expertise include financial planning and portfolio management. Jacob works with individuals and businesses of all sizes.
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.
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
TX
05/06/2022 - Present
HFG Wealth Management, LLC (THE WOODLANDS TX)
TX
01/07/2020 - 04/14/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/17/2018 - 12/26/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 09/14/2018
BBVA SECURITIES INC. (SPRING TX)
TX
04/01/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (CONROE TX)
TX
07/30/2001 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (CONROE TX)
VA
04/09/2001 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
07/14/2000 - 01/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/2000 - 01/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jacob Guinn is the right advisor for you? Invested Better is here to help.
