Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Fram is a financial advisor registered with Verus Financial Partners. Jacob has been a financial advisor since 2007. Jacob holds the Series 7, 6, and 63 securities licenses. Jacob is a Certified Financial Planner™ and is based in Richmond, Virginia. Jacob is affiliated with Verus Financial Partners and offers a range of financial planning services to individuals, high-net-worth individuals 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.
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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VA
09/08/2023 - Present
Verus Financial Partners (RICHMOND VA)
PA
06/29/2007 - 09/09/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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