Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Barr is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Jacob has been in the financial services industry since February 2020. Jacob specializes in Retirement Planning, Insurance, Estate Planning, College Savings, and 401k Rollovers. Jacob has been registered with the state of Maryland as an Investment Advisor Representative since June 2020. Jacob also has a Series 7TO, Series 66, and SIE license. Jacob is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
06/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (Hagerstown MD)
BOTH
Issued 05/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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