Unclaimed
Jarrett Andrew Jacobs is an active investment advisor representative associated with Fifth Third Securities, Inc. and is registered to conduct business in 8 states. Jarrett has a diverse range of experience in the financial services industry, dating back to 1999. Jarrett has held various positions in leading firms such as Fifth Third Securities, Inc., H2C Securities, Inc., Raymond James Financial Services, Inc., Investment Centers of America, Inc., and SII Investments, Inc. Jarrett holds the following securities licenses: Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 99TO and SIE. Jarrett is also a registered investment advisor representative in Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
OH
07/21/2006 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
GA
03/09/2021 - 04/01/2024
H2C SECURITIES INC. (ATLANTA GA)
FL
02/22/2005 - 05/22/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
05/21/2002 - 02/15/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/17/1999 - 02/15/2005
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 5/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/9/2009
Series 4 - Registered Options Principal Examination
BC
Issued 4/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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