Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Randall Godfrey is a financial advisor with International Assets Investment Management, LLC located in Orlando, FL. Jacob has over 14 years of experience in the financial industry and has been registered with the SEC since 2007. Jacob is also registered with the state of Florida as an Investment Advisor Representative and a Securities Agent. Jacob is a Series 7, Series 63, Series 65, Series 24 and Series 52TO licensed professional. Jacob's previous experience includes employment with Concourse Financial Group Securities, Inc., Waddell & Reed, Trustmont Financial Group, Inc. and Variable Investment Advisors, Inc.
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.
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.
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2
FL
02/16/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
09/19/2016 - 12/07/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
09/11/2014 - 09/06/2016
WADDELL & REED (MAITLAND FL)
FL
06/30/2011 - 08/18/2014
TRUSTMONT FINANCIAL GROUP, INC. (ORLANDO FL)
SD
02/05/2011 - 05/20/2011
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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