Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Richard Oser is an investment advisor representative registered with the state of California. Jacob Richard Oser is currently employed by IEQ Capital, LLC and has been with the firm since August 2022. Jacob Richard Oser has been in the industry since January 2015 and holds a Series 65 license. Jacob Richard Oser's specializations include financial planning, pension consulting and selection of other advisors. IEQ Capital, LLC provides financial planning, pension consulting, and portfolio management for businesses and individuals.
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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CA
06/12/2023 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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