Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Weldon is a registered representative with MM Ascend Life Investor Services, LLC. Jacob holds the Series 63, Series 6TO, and SIE licenses. Jacob previously worked at J.P. MORGAN SECURITIES LLC and THE LEADERS GROUP, INC. Jacob has been in the industry since 2020.
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.
Maintaining registration but not actively providing advisory services
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.
Maintaining registration but not serving clients
1
2
OH
05/06/2024 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
KY
03/16/2023 - 03/30/2024
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
KY
12/14/2020 - 03/08/2023
THE LEADERS GROUP, INC. (Louisville KY)
BC
Issued 03/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Weldon is the right advisor for you? Invested Better is here to help.
