Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ross Dunn is a financial advisor with Vanguard Advisers, Inc. Jacob has been in the financial industry for over 2 years. Jacob has experience in investment advisory services and financial planning. Jacob's experience includes working as a Guest Experience Ambassador for Hornets Sports and Entertainment and a Guest Services representative for Best Crowd Management. Jacob has worked for The Vanguard Group, Inc. since 2022. Jacob holds a Series 7TO, SIE, and Series 63, and Series 66 licenses. Jacob is registered in 53 states and the District of Columbia, as well as Indiana, North Carolina, and Texas as an Investment Advisor Representative. Jacob has a strong track record of providing exceptional service to clients.
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.
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
NC
10/06/2023 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BOTH
Issued 10/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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