Unclaimed
John Jacob is an investment advisor representative associated with JCM Capital Management, based in Wichita, KS. John Jacob has been in the industry since January 1993. John Jacob has passed the Series 7 and Series 63 exams. John Jacob is registered with the state of Kansas and Texas. John Jacob previously worked with PRINCIPAL FINANCIAL SECURITIES,INC. and EDWARD D. JONES & CO., L.P.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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KS
12/02/2021 - Present
JCM Capital Management (WICHITA KS)
TX
04/19/1993 - 07/10/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MO
01/06/1993 - 02/16/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 01/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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