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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jacobsmeyer is a financial advisor with Nuveen Asset Management, LLC. Timothy has been in the industry since January 11, 2009. Timothy holds a Series 66 license and has also passed the Series 7, Series 9, Series 24, and SIE exams. Timothy has worked at Edward Jones and Wells Fargo Clearing Services, LLC in the past. Nuveen Asset Management, LLC is a registered investment advisor with over $239 Billion in assets under management. They provide financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/23/2023 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
MO
03/31/2020 - 11/22/2022
EDWARD JONES (ST. LOUIS MO)
MO
11/20/2008 - 03/26/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 08/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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