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Jacob Patrick Gehri

Rothschild & Co. US Inc.

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About Jacob Patrick Gehri

Jacob Patrick Gehri is a Boston-based financial professional registered with Rothschild & Co. US Inc. He has a Series 79TO and SIE and has been in the industry since August 2022. Jacob's career began with Rothschild & Co. US Inc.

Firm Information

Jacob Gehri is currently registered with Rothschild & Co. US Inc.. Rothschild & Co. US Inc. is a corporation formed in July 1967 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is regulated by the SEC and has one regulatory event on record.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Gehri’s Registration & Firm History

MA

08/22/2022 - Present

Rothschild & Co. US Inc. (Boston MA)

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Licenses & Designations

BC

Issued 08/22/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Patrick Gehri.
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