Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Yale Scott is an investment advisor representative at Wealthspire Advisors. Jacob has over 7 years of experience in the financial services industry. Jacob is registered with the state of Virginia to provide investment advisory services. Jacob holds Series 6, 63, and 65 licenses, as well as the SIE exam. Jacob has worked for several firms, including VALIC Financial Advisors, Wells Fargo Clearing Services, Paychex Securities Corporation, and LPL Financial. Jacob is dedicated to helping individuals and families 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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
VA
12/12/2024 - Present
Wealthspire Advisors (Midlothian VA)
VA
05/24/2021 - 04/06/2022
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
VA
12/19/2019 - 02/05/2021
WELLS FARGO CLEARING SERVICES, LLC (AMELIA COURT HOUSE VA)
NY
08/20/2018 - 10/22/2019
PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)
NY
12/15/2016 - 04/12/2018
LPL FINANCIAL LLC (ROCHESTER NY)
NY
04/19/2017 - 03/30/2018
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
IA
Issued 02/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jacob Scott is the right advisor for you? Invested Better is here to help.
