Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Brost is an Investment Advisor Representative with John G. Ullman & Associates, Inc. Jakob is registered with the state of North Carolina. Jakob has been in the industry since January 2023. Jakob holds the Series 65 license. Jakob's experience includes working as a student and holding several other positions. Jakob specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
11/30/2023 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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