Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Jacobs is a financial advisor with over 30 years of experience in the industry. Joni is currently registered with LPL Financial LLC and has previously worked with Ameriprise Financial Services, LLC, State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Joni specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to a diverse client base. Joni has a proven track record of helping clients achieve their financial goals and is committed to providing personalized service.
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.
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.
Consulting and other non-discretionary advisory services
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
WA
06/05/2023 - Present
LPL Financial LLC (Deer Park WA)
WA
12/13/2021 - 06/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Deer Park WA)
WA
06/11/2019 - 01/30/2020
STATE FARM VP MANAGEMENT CORP. (SPOKANE VALLEY WA)
NY
05/30/1989 - 03/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/11/1986 - 06/12/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joni Jacobs is the right advisor for you? Invested Better is here to help.
