Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Blas Falcon is a financial advisor with over 16 years of experience in the industry. Jake is currently registered with Hightower Advisors, LLC, and has previously been affiliated with UBS Financial Services Inc. and Edward Jones. Jake holds the Series 63, Series 66, Series 7 and SIE licenses. Jake's current office location is at 1900 Shawnee Mission Pkwy, Suite 210, Mission Woods, KS 66205. Jake provides a variety of financial planning and investment advisory services to clients including individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
12/02/2016 - Present
Hightower Advisors, LLC (MISSION WOODS KS)
KS
10/18/2006 - 12/13/2016
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
MO
04/18/2006 - 09/28/2006
EDWARD JONES (KANSAS CITY MO)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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