ADVISOR BIO

Jacob W Mahony is a financial advisor registered with Morgan Stanley. Jacob has been in the industry since August 2020. Jacob has passed the Series 7TO, SIE, and Series 66 exams. Jacob has a current registration in California and Texas. Jacob is registered as both a broker-dealer and an investment advisor. Jacob has a diverse background in various industries, including work at Arup, Atrendia ApS, and Credico Alliance. Jacob has over 40 approved state registrations, including Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, and Wisconsin. In addition to Jacob's work at Morgan Stanley, Jacob is also a proprietor of Happening Times LLC, a restaurant/bar/nightclub in San Diego, California. Morgan Stanley is a large firm with over $10 billion to $50 billion in assets under management. Morgan Stanley is known for providing a variety of financial services, including financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Jacob Jack Dahlstrum is a registered representative at Raymond James Financial Services Advisors, Inc., a firm located in Westlake Village, CA. Jacob has been in the financial services industry since 2014, and has been registered with Raymond James Financial Services Advisors, Inc. since 2015. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and other institutions. Jacob is also a published author and works for Dahlstrum Financial.

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ADVISOR BIO

Jacob Michael Knutson is a financial advisor with Goldman Sachs & Co. LLC. Jacob has been in the industry since 2018. Jacob is registered in 53 states and is a licensed securities agent in 53 states. Jacob holds the Series 3, Series 7TO, Series 63, and SIE licenses. Jacob specializes in portfolio management for individuals and pooled investment vehicles.

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ADVISOR BIO

Jacob Lifshin is a financial advisor with over 30 years of experience in the industry. Jacob currently holds the Series 6, Series 63 and SIE licenses and is registered with Planmember Securities Corp. in California. Jacob has been with Planmember Securities Corp. since 1989. Jacob specializes in providing financial planning and investment advisory services to a variety of clients including individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Jacob is also an enrolled agent and provides tax preparation services.

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ADVISOR BIO

Jacob Rosenthal is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been in the securities industry since January 2021. Jacob has passed the Series 7, Series 66 and SIE exams. Jacob is registered with the states of Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Jacob has been employed by Merrill Lynch since November 2022.

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ADVISOR BIO

Jacob B. Salloum is a financial advisor with MWA Financial Services Inc. Jacob has been working in the financial industry since 2024 and has a Series 63 and Series 65 license. Jacob is registered with the state of California and Nevada.

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ADVISOR BIO

Jacob Ferdig is a financial advisor with MWA Financial Services Inc. Jacob has been in the industry since 2023. Jacob is licensed in both California and Oregon. Jacob has Series 63, Series 65, Series 6TO and SIE licenses. Jacob's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

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ADVISOR BIO

Jacob Koby Dardashti is an investment advisor representative who has been in the industry since December 20, 2020. Jacob is currently registered with Alliancebernstein LP in Los Angeles, California. Jacob holds Series 63, 66 and 7TO licenses and is registered in California. Jacob has a Bachelor of Arts degree in Economics from the University of Texas at Austin. Prior to joining Alliancebernstein LP, Jacob worked at Sanford C. Bernstein & Co., LLC in Los Angeles, California.

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ADVISOR BIO

Jacob Aguilar is a financial advisor registered with J.p. Morgan Securities LLC. Jacob holds the Series 6 and Series 63 licenses, along with the SIE exam certification. Jacob joined the firm in 2016 and specializes in a wide range of financial products and services. Jacob is located in Tulare, California and is currently active in the financial services industry.

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ADVISOR BIO

Jacob Thomas Erlendson is a financial advisor registered with Corient and has been in the industry since January 2006. Jacob is a Certified Financial Planner and a Chartered Financial Analyst. Jacob is currently registered with the state of California. Jacob has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jacob’s areas of expertise include portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses.

SPECIALIZATIONS