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Jeremy Nmn Jakobovits

Purshe Kaplan Sterling Investments

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About Jeremy Nmn Jakobovits

Jeremy Jakobovits is a financial advisor associated with Purshe Kaplan Sterling Investments. Jeremy has over 6 years of experience in the financial services industry. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and SIE licenses. Jeremy holds active registrations in California, Connecticut, Florida, Maryland, Missouri, Nebraska, New Jersey, New Mexico, New York, and Pennsylvania.

Firm Information

Jeremy Jakobovits is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeremy Jakobovits’s Registration & Firm History

NY

05/23/2017 - Present

Purshe Kaplan Sterling Investments (Cedarhurst NY)

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Licenses & Designations

BC

Issued 06/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Nmn Jakobovits.
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