Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schwinn is a financial advisor at Cresset Asset Management, LLC. Jacob is a Chartered Financial Analyst and has been in the industry since August 2009. Jacob has a Series 7, Series 63, and SIE licenses and specializes in providing financial planning, portfolio management, and other services to high-net-worth individuals, charitable organizations, and businesses. Jacob also has experience in working with pooled investment vehicles. Prior to joining Cresset, Jacob was a Financial Advisor with J.P. Morgan Securities LLC. Jacob also works as Vice President for Schwinn Construction Company.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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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CO
08/19/2021 - Present
Cresset Asset Management, LLC (Denver CO)
CO
08/25/2009 - 08/27/2021
J.P. MORGAN SECURITIES LLC (DENVER CO)
BC
Issued 12/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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