Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Olson is a financial advisor at LPL Financial LLC. Jacob is a registered representative with FINRA and an investment advisor representative. Jacob has been in the industry since 2024 and has experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jacob has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Jacob has completed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jacob also works with the Palmer Group and Harvest Point Wealth Management.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
10/17/2024 - Present
LPL Financial LLC (WEST DES MOINES IA)
BC
Issued 08/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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