Unclaimed
Jacob Stoiber is an active investment advisor representative registered in Illinois. Jacob currently works at William Blair, where Jacob has been employed since March 2024. Before joining William Blair, Jacob worked at Evercore Wealth Management and The Connable Office. Jacob has passed the Series 7TO, SIE, and Series 66 exams. Jacob has experience with various investment products and services, including equity research, portfolio management for individuals and businesses, and financial planning. Jacob specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
Equity research services
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
IL
07/12/2024 - Present
William Blair (CHICAGO IL)
BOTH
Issued 07/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacob Stoiber is the right advisor for you? Invested Better is here to help.