Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Trent Jeffery is a financial advisor at BFC Planning, Inc. in Cedar Rapids, Iowa. He specializes in financial planning and portfolio management. Jakob has been in the financial services industry since July 2024 and has a Series 7, Series 66, and SIE license. He also works as a referee for USA Fencing competitions.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
UT
08/22/2024 - Present
BFC Planning, Inc. (Pleasant Grove UT)
BOTH
Issued 08/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jakob Jeffery is the right advisor for you? Invested Better is here to help.
