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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lyn Jacobson is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Wells Fargo Clearing Services, LLC and holds Series 63, 65, 7, 26 and SIE licenses. Jennifer has previously worked at PNC Investments, NATCITY INVESTMENTS, INC., and Edward Jones. Jennifer specializes in providing investment advice to individuals, families, and businesses. Jennifer's areas of expertise include retirement planning, college savings, and estate planning. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
IN
01/25/2012 - Present
Wells Fargo Clearing Services, LLC (FORT WAYNE IN)
IN
11/13/2009 - 08/01/2011
PNC INVESTMENTS (HUNTINGTON IN)
IN
10/23/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IN
10/07/2003 - 10/12/2006
EDWARD JONES (WEST LAFAYETTE IN)
IA
Issued 07/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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