Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Straseske is a registered investment advisor representative at Russell Investments. Jacob has been in the financial services industry since August 8, 2015. Jacob holds the Series 63, Series 65, Series 7 and SIE licenses. Jacob has experience with working with corporations, high-net-worth individuals, insurance companies, and pooled investment vehicles. Jacob is registered with the state of Michigan, Ohio, Washington, and Wisconsin. Jacob's firm specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
12/05/2018 - Present
Russell Investments (SEATTLE WA)
WI
07/29/2015 - 11/02/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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