Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Fries is a financial advisor with Avantax Advisory Services. Jakob has been in the financial services industry since February 4, 2016 and has experience working with a variety of clients including individuals, corporations, and pension plans. Jakob has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NV
01/29/2024 - Present
Avantax Advisory Services (Las Vegas NV)
NV
03/15/2019 - 07/11/2023
LPL FINANCIAL LLC (LAS VEGAS NV)
NV
05/02/2017 - 04/08/2019
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
NV
08/02/2016 - 05/03/2017
WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)
NV
01/26/2016 - 07/22/2016
WADDELL & REED (LAS VEGAS NV)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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