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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaggen? Claim Your ProfileJaggen Farwell is a financial advisor in Atlanta, Georgia. Jaggen is registered to provide investment advice in Georgia and Missouri, and has been in the industry since 2007. Jaggen is currently employed by Edward Jones and has previously worked for Principal Securities, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Nationwide Investment Services Corporation. Jaggen holds a Series 63 license for Broker-Dealers, a Series 6 for Investment Company Products/Variable Contracts Representatives, a Series 7 for General Securities Representatives, a Series 65 for Investment Advisor Representatives, and a SIE for Securities Industry Essentials. Jaggen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
See schedule d - miscellaneous
1
2
GA
05/22/2023 - Present
Edward Jones (Atlanta GA)
IL
05/19/2016 - 01/11/2022
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
IL
07/24/2015 - 03/08/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
OH
11/15/2006 - 07/14/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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