Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakub? Claim Your ProfileJakub Urban is a financial advisor who has been in the industry since 2003. Jakub is currently registered with J.p. Morgan Securities LLC, where Jakub has worked since 2011. Prior to that, Jakub worked for Chase Investment Services Corp., Banc of America Investment Services, Inc., Wells Fargo Investments, LLC, Piper Jaffray & Co., and Wachovia Securities, LLC. Jakub is registered as a broker-dealer in 50 states and as an investment advisor in 3 states. Jakub has passed the Series 7, Series 63, Series 65, and SIE exams.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/19/2013 - Present
J.p. Morgan Securities LLC (WALNUT CREEK CA)
CA
01/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VALLEJO CA)
CA
05/02/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN RAMON CA)
CA
08/03/2006 - 04/16/2007
WELLS FARGO INVESTMENTS, LLC (LAFAYETTE CA)
MN
10/21/2005 - 11/07/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MO
07/01/2003 - 10/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/04/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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