Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Timothy Campbell is an investment advisor representative with MWA Financial Services Inc. Jacob is registered with the Securities and Exchange Commission (SEC) and has been in the industry since January 5, 2020. Jacob has been with MWA Financial Services Inc. since September 2019 and currently holds registrations with the State of California (CA) and Washington (WA). Jacob has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Jacob specializes in financial planning, selection of other advisors, and portfolio management for businesses and individuals. MWA Financial Services Inc. is a registered investment advisor with the SEC and has been in business since 1906. The firm manages approximately $216 million in assets for 1432 clients. MWA Financial Services Inc. provides financial planning, portfolio management, and selection of other advisors.
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.
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.
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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2
CA
01/06/2025 - Present
MWA Financial Services Inc. (Ontario CA)
IA
Issued 06/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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