Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob William Walters is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fulton, MO. Jacob has been in the financial services industry since 2021. Jacob holds Series 7, 66, and SIE licenses. In addition to working with Cambridge, Jacob is the owner of Walters Wealth Management LLC in Fulton, MO, and also provides advisory services for CIRA, based in Fairfield, IA. Jacob has worked with a variety of clients, including individuals, families, small businesses, and charitable organizations. He is committed to providing personalized financial advice and helping clients achieve their financial 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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
01/26/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fulton MO)
MO
11/16/2021 - 02/09/2024
LPL FINANCIAL LLC (FULTON MO)
MO
09/22/2021 - 10/11/2021
MML INVESTORS SERVICES, LLC (COLUMBIA MO)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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