Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Sandmann is a financial advisor who has been in the industry since 2023. Currently, Jacob is registered with J.p. Morgan Securities LLC, and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacob holds Series 66, Series 6TO, Series 7TO, and SIE licenses. Jacob specializes in providing financial planning, pension consulting, and selection of other advisors. Jacob is registered to offer securities in the state of Ohio.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
07/19/2024 - Present
J.p. Morgan Securities LLC (WEST CHESTER OH)
OH
10/21/2022 - 05/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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