Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lewis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Nevada. Jacob has been in the industry since 2005. Jacob is a Registered Representative (Series 7) and holds a securities license (Series 63) as well as an Investment Adviser Representative license (Series 65). Jacob has previously worked at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and RAYMOND JAMES & ASSOCIATES, INC.. Jacob has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jacob is registered to offer financial services in California, Florida, Hawaii, Massachusetts, Missouri, Nevada, New Jersey, New York, Ohio, and Oregon.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NV
07/06/2020 - Present
Raymond James Financial Services Advisors, Inc. (Henderson NV)
CA
06/10/2016 - 06/25/2020
RAYMOND JAMES & ASSOCIATES, INC. (SANTA BARBARA CA)
CA
06/01/2012 - 07/08/2016
MORGAN STANLEY (SANTA BARBARA CA)
CA
01/01/2006 - 06/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
IA
Issued 06/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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