ADVISOR BIO

Jacob Osterman is a financial advisor with Robert W. Baird & Co. Inc. Jacob is a registered representative with the state of Arizona. Jacob is also an Investment Advisor Representative (IAR) in Arizona. Jacob has been in the financial industry since 2020. Jacob has Series 7, 63 and 66 licenses and experience with Robinhood Financial, LLC and TD Ameritrade. Jacob has a strong background in investment management and financial planning. Jacob is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jacob Evans is a financial advisor with Morgan Stanley. Jacob is registered to provide investment advice in 53 states and the District of Columbia. Jacob has been in the financial industry for over 4 years and has a combined total of 5 exams. Jacob is a licensed Registered Representative and has a series 66, series 10, series 9, series 7 and a SIE. Jacob's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.

SPECIALIZATIONS

ADVISOR BIO

Jacob Perez is a registered representative with LPL Financial LLC. Jacob has been in the financial services industry for over 2 years and holds several licenses including Series 7TO, Series 99TO, and SIE. Jacob specializes in providing financial planning services for individuals, businesses, and charitable organizations. Jacob has a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jacob Loel is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been in the industry since 2022 and has experience in the securities industry. Jacob holds the Series 7TO, SIE, and Series 66 securities licenses. Jacob specializes in providing financial advice to individuals, businesses, corporations, and institutions. Jacob is registered to provide financial advice in 53 states, as well as Puerto Rico and the Virgin Islands.

SPECIALIZATIONS

ADVISOR BIO

Jacob Richard Hames is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jacob has been in the financial services industry since 2021. Jacob is registered with FINRA and the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Jacob is also registered as an Investment Advisor Representative in the state of Texas. Jacob is an experienced financial advisor with a proven track record of success in helping clients achieve their financial goals. Jacob is committed to providing personalized financial advice and guidance to help each client reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jacob Gold is a financial advisor with Cetera Investment Advisers LLC. Jacob has been in the financial services industry since 2001 and has a broad range of experience in financial planning, fixed insurance, and teaching. Jacob holds the Series 7, Series 24, and Series 66 licenses. Jacob is also a Certified Financial Planner. Jacob is committed to providing clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Jacob Bello is a financial advisor with Fidelity Personal and Workplace Advisors. Jacob Bello has been a registered representative for over 2 years. Jacob Bello holds Series 7TO, Series 66 and SIE licenses. Fidelity Personal and Workplace Advisors has offices in both Phoenix and Queen Creek, Arizona. Jacob Bello specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars.

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ADVISOR BIO

Jacob Christopher Joseph is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Jacob has been in the industry since 2017 and is registered with the state of California and Illinois, as well as with the Financial Industry Regulatory Authority (FINRA). Jacob is licensed to offer a wide range of investment products and services including portfolio management, investment advisory services, and securities brokerage.

SPECIALIZATIONS

ADVISOR BIO

Jacob R. Heisler is a Certified Financial Planner who has been in the financial services industry since 2014. Jacob has experience in the areas of financial planning, portfolio management, and insurance. Jacob currently works at Beacon Pointe Advisors, LLC and has been there since 2019. Jacob holds a Series 65 license and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Jacob C Golladay is an investment advisor representative at Morgan Stanley in Gilbert, Arizona. Jacob has been in the industry since June 3, 2020. He is registered with the state of Arizona and Texas as an investment advisor representative. Jacob has a Series 66, 7TO, SIE, 9 and 10 licenses.

SPECIALIZATIONS