Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Brenner Jacobs is a financial advisor with J.P. Morgan Securities LLC, with over 20 years of experience in the financial services industry. Scott Brenner Jacobs has been registered with FINRA since 2000. Scott Brenner Jacobs is registered with the state of California and Texas. Scott Brenner Jacobs has passed the Series 6, 7, 63, 66, and SIE exams. Scott Brenner Jacobs's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, National Planning Corporation, and Van Kampen Funds Inc. Scott Brenner Jacobs has a strong track record of helping clients achieve their financial goals. Scott Brenner Jacobs specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Scott Brenner Jacobs is committed to providing clients with personalized financial advice and helping them make informed investment decisions.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/17/2019 - Present
J.p. Morgan Securities LLC (IRVINE CA)
CA
09/12/2017 - 04/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA NIGUEL CA)
CA
08/14/2001 - 12/10/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
04/28/2000 - 07/05/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 11/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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