Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Asplundh is an Investment Advisor Representative at Passive Capital Management, LLC, which is a Registered Investment Advisor. Jacob is registered in Maryland as an Investment Advisor Representative. Jacob previously worked at DEUTSCHE BANK SECURITIES INC. and PNC. Jacob Asplundh obtained their Series 7 and Series 66 licenses. Jacob also holds the Certified Financial Planner designation. Jacob has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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MD
01/06/2024 - Present
Passive Capital Management, LLC (Baltimore MD)
NC
06/09/2012 - 10/25/2013
DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)
BOTH
Issued 08/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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