Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lingard is an investment advisor representative at Wellspring Financial Partners. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Jacob has been in the financial services industry since 2009 and specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Jacob's experience and expertise make Jacob a valuable resource for individuals and families seeking financial guidance and advice.
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.
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
UT
06/04/2024 - Present
Wellspring Financial Partners (North Salt Lake UT)
UT
04/08/2009 - 10/21/2010
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 04/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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