Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Venable is a financial advisor at Fidelity Personal And Workplace Advisors. Jacob has over 7 years of experience in the financial services industry. Jacob holds Series 7, 9, 10, 66, and SIE licenses and is registered to provide investment advice in Arkansas, Colorado, Indiana, Kentucky, Massachusetts, New Mexico, Ohio, and Texas. Jacob previously worked at Charles Schwab & Co., Inc. and Money Concepts Capital Corp. Jacob specializes in providing financial planning, investment management, and retirement planning services to 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.
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.
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
CO
10/05/2024 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
CO
01/05/2017 - 04/01/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IN
06/27/2016 - 12/02/2016
MONEY CONCEPTS CAPITAL CORP (INDIANAPOLIS IN)
MO
05/19/2016 - 06/13/2016
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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