Unclaimed
Jacob Paul Karnow is a financial advisor with Edward Jones. Jacob has been in the industry since 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jacob holds the Series 7 and Series 66 securities licenses. He is also a registered Investment Advisor Representative in Texas and Ohio. Jacob specializes in financial planning, pension consulting, and portfolio management. He provides financial services to individuals, businesses, and institutions. Jacob is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
10/17/2019 - Present
Edward Jones (INDEPENDENCE OH)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacob Karnow is the right advisor for you? Invested Better is here to help.