Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Workman is a financial consultant with Florida Financial Advisors, LLC. Jacob is registered as a Registered Representative and Investment Advisor Representative in Florida, Georgia and Texas. Jacob has been in the industry for over 3 years. Jacob holds the Series 63, Series 65, Series 6TO and SIE licenses. Jacob specializes in financial planning and portfolio management for individuals and businesses. Jacob's experience includes working with clients to develop personalized financial plans, manage investments and achieve their financial goals. Jacob is committed to providing clients with the highest level of service and expertise.
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.
2% of net worth or assets for financial planning clients
1
2
GA
10/23/2024 - Present
Florida Financial Advisors, LLC (Atlanta GA)
BC
Issued 05/06/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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