Unclaimed
Jay Brandon Jakob is a financial advisor with over 20 years of experience in the industry. Jay currently works at Northern Lights Distributors, LLC, and has held previous positions with ORBITEX FUNDS DISTRIBUTOR, INC., WADDELL & REED, INC., and PRUCO SECURITIES CORPORATION. Jay holds Series 66, SIE, and Series 7 licenses. Jay's firm specializes in a wide range of financial services, including investment management, retirement planning, and estate planning.
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.
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.
1
2
NE
10/07/2003 - Present
Northern Lights Distributors, LLC (ELKHORN NE)
CT
10/11/2000 - 11/13/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
KS
02/14/2000 - 10/17/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
07/22/1999 - 01/10/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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