Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vincent Baier is a financial advisor with Edward Jones. Jacob has been in the financial services industry since January 2023. Jacob is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Jacob is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative (Series 7). Jacob has a Series 66 license, which allows Jacob to provide investment advice to individuals and businesses. Jacob is registered in 51 states and the District of Columbia. Jacob is currently employed by Edward Jones in St. Louis, MO. Before joining Edward Jones, Jacob worked for Merrill Lynch in Fargo, ND. Jacob has a diverse background in finance and customer service, including experience in banking and retail.
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.
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.
See schedule d - miscellaneous
1
2
ND
06/06/2024 - Present
Edward Jones (Fargo ND)
ND
01/10/2023 - 05/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
BOTH
Issued 03/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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