Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Woodcock is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Jacob has been in the industry since June 3, 2012, and is currently registered with the state of Iowa. Jacob is also registered with FINRA as a General Securities Representative and holds the Series 7 and 66 licenses. Jacob has also passed the Securities Industry Essentials (SIE) exam. Jacob's experience includes working as a tax preparer, an advisory representative of a RIA, and as an owner of NelsonCorp Wealth Management. Cambridge Investment Research Advisors, Inc. is a financial services firm that provides a variety of financial planning and investment services to individuals, families, and businesses. The firm is headquartered in Fairfield, Iowa and has over 3000 employees.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
08/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (CLINTON IA)
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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