Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Campos is a financial professional with over 15 years of experience in the securities industry. Jake is currently registered with Stifel, Nicolaus & Company, Inc. in Los Angeles, California. Jake has held prior registrations with Stone & Youngberg LLC and UBS Securities LLC. Jake specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Jake is dedicated to helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
06/18/2008 - 09/30/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CA
10/12/2007 - 06/18/2008
UBS SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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