Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob R. Sheldon is a financial advisor with AllianceBernstein LP. Jacob has been in the financial services industry since 2017. Jacob is registered with the state of Washington as both a Registered Agent (RA) and an Investment Advisor Representative (IAR). Jacob has a Series 7, Series 63 and SIE license. Jacob is also a Chartered Financial Analyst (CFA). Jacob works with a range of clients including high net worth individuals, charitable organizations, investment companies, pooled investment vehicles, insurance companies, pension and profit sharing plans and state or municipal government entities. Jacob provides a range of services including financial planning, portfolio management, publication of periodicals, selection of other advisors, and asset allocation. Jacob's previous employers include Goldman Sachs & Co. and Meadows Club.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
07/18/2022 - Present
Alliancebernstein LP (Seattle WA)
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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