Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Weinstein is a financial advisor in St. Louis, MO who has been in the industry since 2015. Jake is currently registered with Edward Jones. Previously, Jake Weinstein was affiliated with Wells Fargo Clearing Services, LLC, Edward Jones, Scottrade, Inc., and AXA Advisors, LLC. Jake Weinstein is a Series 65, 63, 24, 10, 9, 7, and SIE licensed professional. Jake specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.
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
MO
04/18/2022 - Present
Edward Jones (ST LOUIS MO)
MO
06/20/2017 - 04/20/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
04/11/2022 - 04/13/2022
EDWARD JONES (ST. LOUIS MO)
MO
10/04/2016 - 05/15/2017
SCOTTRADE, INC. (ST LOUIS MO)
MO
11/19/2014 - 06/08/2016
AXA ADVISORS, LLC (CLAYTON MO)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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