Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Peter Adkins is an Investment Advisor Representative at The Kelly Group. Jacob has been in the financial services industry for over 6 years. Jacob holds the Series 65 and Series 7 licenses and is a Certified Financial Planner. Previously, Jacob was with Cambridge Investment Research, Inc., and AXA Advisors, LLC. Jacob's focus is on providing financial planning and portfolio management for individuals, families, and businesses.
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.
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.
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MD
05/20/2022 - Present
THE Kelly Group (BEL AIR MD)
MD
10/04/2018 - 10/19/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)
MD
02/13/2018 - 07/02/2018
AXA ADVISORS, LLC (COLUMBIA MD)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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