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Jacob Patrick Walsh

Hennion & Walsh, Inc.

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About Jacob Patrick Walsh

Jacob Patrick Walsh is a registered representative with Hennion & Walsh, Inc., a broker-dealer firm. Jacob holds the Series 7TO and Series 63 licenses. Jacob is registered to sell securities in 18 states including Arizona, California, Colorado, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia and Washington. Jacob has been active in the securities industry since August 31, 2023.

Firm Information

Jacob Walsh is currently registered with Hennion & Walsh, Inc.. Hennion & Walsh, Inc. is a Corporation formed on October 24, 1989. They are registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

52

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 Walsh’s Registration & Firm History

NJ

09/01/2023 - Present

Hennion & Walsh, Inc. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 09/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Patrick Walsh.
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