Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Tyler Kohut is a financial advisor with Wells Fargo Clearing Services, LLC. Jacob has been in the financial industry since 2012. Jacob has experience with a variety of investment products and services, including stocks, bonds, mutual funds, and variable annuities. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in a number of states. Jacob is committed to providing his clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CA
12/21/2023 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
02/08/2019 - 05/03/2023
U.S. BANCORP INVESTMENTS, INC. (SAN MARCOS CA)
CA
10/01/2012 - 02/13/2019
J.P. MORGAN SECURITIES LLC (EL CAJON CA)
CA
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORONADO CA)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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