Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Isaac Sarnoff is a registered representative with Equity Services, Inc. Jake has been in the financial services industry since May 2012. Jake holds the Series 65 and Series 63 licenses. Jake specializes in retirement planning, college savings, insurance, and estate planning. Jake is committed to providing personalized financial advice to individuals and families. Jake currently works in the Irvine, CA office of Equity Services, Inc.
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.
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.
1
2
CA
01/03/2025 - Present
Equity Services, Inc. (IRVINE CA)
Active
Inactive
Not sure Jake Sarnoff is the right advisor for you? Invested Better is here to help.
