Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Alexander Vazquez is a registered representative with Edward Jones in Alpharetta, Georgia. Jake has been in the financial services industry since November 2024. Jake has a Series 66 license. Jake's firm, Edward Jones, is a well-established financial services firm with a strong reputation for providing quality financial advice. Edward Jones is a large firm, with over $824 billion in assets under management. Jake specializes in providing financial planning, pension consulting, and investment management services to individuals, businesses, and other clients.
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
01/13/2025 - Present
Edward Jones (Alpharetta GA)
Active
Inactive
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