linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Warren Jacobson

G1 Execution Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Warren Jacobson

William Jacobson has been in the financial services industry since March 25, 2000. William is currently registered with G1 Execution Services, LLC in Illinois. William has passed the Series 6, 55, 62, 63, SIE and 57TO exams. Prior to joining G1 Execution Services, LLC, William was employed by E*TRADE CAPITAL MARKETS - EXECUTION SERVICES LLC, H&R BLOCK FINANCIAL ADVISORS, INC., BLUE CHIP TRADING L.L.C., and PURE TRADING INC.

Firm Information

William Jacobson is currently registered with G1 Execution Services, LLC. G1 Execution Services, LLC is a Limited Liability Company formed in August 2000. The firm has been approved to operate in Illinois and Pennsylvania, and holds one approved SEC registration. The firm has 33 Regulatory Events and 1 Civil Event disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

24

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Jacobson’s Registration & Firm History

IL

11/26/2002 - Present

G1 Execution Services, LLC (CHICAGO IL)

IL

07/10/2006 - 09/30/2006

E*TRADE CAPITAL MARKETS - EXECUTION SERVICES LLC (CHICAGO IL)

MI

06/17/2002 - 11/18/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

IL

04/13/2000 - 01/04/2002

BLUE CHIP TRADING L.L.C. (GLEN ELLYN IL)

IL

10/08/1999 - 04/17/2000

PURE TRADING INC (BURR RIDGE IL)

Not sure if William Warren Jacobson is right for you?

Licenses & Designations

BC

Issued 07/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/07/1999

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Warren Jacobson.
Not sure if William Warren Jacobson is right for you?