Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vander slik is an investment advisor representative with Edelman Financial Engines. Jacob has been in the industry since March 2014 and holds the Series 6, Series 63 and Series 65 licenses. Jacob has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and other investment advisors. Jacob specializes in financial planning, portfolio management for businesses, portfolio management for individuals and other services. Jacob's previous experience includes working at J.P. MORGAN SECURITIES LLC.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
01/08/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
03/28/2014 - 09/24/2015
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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