Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Irwin is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, with over 17 years of experience in the financial industry. Jacob Irwin has earned the Series 66, Series 7 and the SIE licenses. Jacob Irwin is licensed to offer securities and investment advisory services in multiple states. Jacob Irwin is associated with Wells Fargo Advisors Financial Network, LLC since 2023. Previously Jacob Irwin was with WELLS FARGO CLEARING SERVICES, LLC since 2007.
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.
Investment consulting services to institutional 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.
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2
TX
06/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
01/01/2007 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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