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Jacob Ray Ramsburg

P.j. Robb Variable, LLC

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About Jacob Ray Ramsburg

Jacob Ramsburg is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with P.j. Robb Variable, LLC in Charlotte, North Carolina. Previously, Jacob worked at BB&T Investment Services, Inc., UVEST Investment Services, Hartford Equity Sales Company Inc., MIMLIC Sales Corporation, Travelers Equities Sales, Inc., and Integrated Resources Equity Corporation. Jacob holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. He is registered with the state of Maryland.

Firm Information

Jacob Ramsburg is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Ramsburg’s Registration & Firm History

NC

04/25/2014 - Present

P.j. Robb Variable, LLC (Charlotte NC)

MD

05/17/2011 - 12/31/2013

BB&T INVESTMENT SERVICES, INC. (FREDERICK MD)

MD

03/27/2001 - 05/02/2011

BB&T INVESTMENT SERVICES, INC. (FREDERICK MD)

NC

04/07/2000 - 12/08/2000

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

CT

02/18/1994 - 03/22/2000

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MN

10/10/1992 - 12/14/1993

MIMLIC SALES CORPORATION (ST. PAUL MN)

CA

07/01/1989 - 09/13/1991

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

NA

02/26/1987 - 11/22/1988

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 05/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Ray Ramsburg.
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