Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Taylor is a financial advisor with Tradition Wealth Management LLC. Jacob has over 8 years of experience in the financial services industry. Jacob is registered with the state of Minnesota as an Investment Advisor Representative. Jacob has passed the Series 6, Series 7, Series 63, and Series 65 exams. Prior to joining Tradition Wealth Management LLC, Jacob worked as a financial advisor at Concourse Financial Group Securities, Inc. and Northwestern Mutual Investment Services, LLC. Jacob is committed to providing his clients with personalized financial advice and guidance. Jacob specializes in working with individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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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MN
11/25/2017 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
08/24/2017 - 12/31/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Edina MN)
MN
12/24/2014 - 08/18/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
IA
Issued 11/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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