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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Scott Womble is a financial advisor at Fidelity Personal and Workplace Advisors. Jacob is licensed in 53 states and the District of Columbia. He is also registered as an Investment Advisor Representative in Texas. Jacob earned a Series 63 license in 2019. He passed the Series 7TO in 2019 and the Series 66 in 2021. Jacob's prior experience includes working as a financial advisor for Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Jacob is a graduate of Baylor University and has worked in the financial industry since 2020. He has specialized in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Jacob has also been involved in educational seminars. Jacob is passionate about helping clients achieve their financial goals.
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.
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.
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
TX
09/16/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/27/2020 - 04/28/2021
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
11/10/2019 - 12/11/2019
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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