Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Siewert is a financial advisor with Iconiq Capital, LLC. Jacob has been in the industry since July 2013 and has experience with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Jacob holds both Series 63 and 66 securities licenses as well as the Series 7 general securities exam. Jacob is based out of San Francisco, California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
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CA
11/11/2016 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
MO
08/19/2013 - 07/15/2016
J.P. MORGAN SECURITIES LLC (CLAYTON MO)
BOTH
Issued 11/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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