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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jacobs is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Connecticut and Texas. He previously worked with a variety of firms, including Mizuho Securities USA LLC, Telsey Advisory Group LLC, Raymond James & Associates, Inc., and Soleil Securities Corporation. Jeffrey has a strong background in providing investment advice to individuals, corporations, and institutions. He holds a variety of licenses and certifications, including Series 7, 24, 63, 65, and 66. He also has experience in providing financial planning services, including retirement planning, college savings, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/25/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
02/08/2018 - 02/13/2019
MIZUHO SECURITIES USA LLC (BOSTON MA)
NY
12/17/2015 - 02/09/2018
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
MA
08/28/2006 - 12/08/2015
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
MA
07/08/2003 - 08/23/2006
SOLEIL SECURITIES CORPORATION (BOSTON MA)
MO
09/12/2000 - 03/03/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
01/17/2000 - 08/04/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
07/17/1997 - 01/17/2000
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
10/23/1991 - 08/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/19/1990 - 05/13/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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