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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 Shamblott is an investment advisor representative with Blue Line Capital. Jacob has been in the industry since 2017 and holds Series 7 and Series 66 licenses. Jacob has experience working with both high-net-worth individuals and individuals other than high-net-worth. Jacob provides financial planning and portfolio management services for businesses and individuals. Jacob is registered to provide investment advisory services in Florida, Illinois, Michigan, New York, North Carolina, South Dakota, and Texas. Prior to joining Blue Line Capital, Jacob worked at BNY Mellon Securities Corporation, LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob is currently registered as an investment advisor representative with Blue Line Capital and is also registered with FINRA.
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.
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.
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IL
03/25/2024 - Present
Blue Line Capital (CHICAGO IL)
IL
07/11/2023 - 12/13/2023
BNY MELLON SECURITIES CORPORATION (CHICAGO IL)
IL
06/14/2022 - 04/19/2023
LPL FINANCIAL LLC (CHICAGO IL)
IL
07/28/2017 - 11/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLENVIEW IL)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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