Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Coleman is a financial advisor with Continuum Advisory, LLC. Jacob has been in the industry for over 16 years and has a strong track record of success. Jacob holds both Series 63 and 66 licenses, as well as Series 6 and 7. Prior to joining Continuum Advisory, LLC, Jacob worked at Edward Jones in St. Louis, Missouri. Jacob specializes in providing financial planning, portfolio management and investment advisory services to individuals, corporations, businesses, charitable organizations and pension and profit-sharing plans.
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.
1
2
ID
10/07/2021 - Present
Continuum Advisory, LLC (EAGLE ID)
ID
08/04/2015 - 10/08/2021
EDWARD JONES (EAGLE ID)
OR
07/14/1998 - 02/23/2001
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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