Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Johnson is a financial advisor with UBS Financial Services Inc. Jacob has been in the financial services industry since July 2018 and has a Series 7, Series 63, and Series 65 license. He offers financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors, and publication of periodicals. Jacob is registered with the state of Minnesota and is currently employed by UBS Financial Services Inc. in Wayzata.
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.
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.
See schedule d - miscellaneous
1
2
MN
08/14/2020 - Present
UBS Financial Services Inc. (WAYZATA MN)
MN
07/12/2018 - 11/29/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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