Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Everhart is a financial professional with over 20 years of experience in the industry. Jacob is currently registered with St. Bernard Financial Services, Inc. and is licensed to provide financial services in multiple states. Jacob holds the Series 6, SIE, and Series 63 securities licenses. Jacob has previously worked with other firms including Hazard & Siegel, Inc., Fortune Financial Services, Inc., Atlas Brokerage Company, L.P., Prime Capital Services, Inc., Legacy Financial Services, Inc., Vestax Securities Corporation, and Canada Life of America Financial Services, Inc. Jacob provides portfolio management services to individuals and businesses. Jacob's experience in the financial industry positions him to offer a wide array of investment strategies and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
AR
11/15/2012 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
OK
02/02/2011 - 10/22/2012
HAZARD & SIEGEL, INC. (FREDERICK OK)
OK
01/04/2008 - 12/31/2010
FORTUNE FINANCIAL SERVICES, INC. (FREDERICK OK)
PA
06/10/2003 - 12/31/2007
FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)
PA
10/30/2001 - 05/30/2003
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
NY
03/19/2001 - 11/02/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
07/19/1999 - 12/31/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
OH
06/20/1997 - 10/28/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
CO
02/13/1997 - 06/04/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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