Jacob Rawlings, financial advisor Arlington VA
90 score

Jacob Rawlings

CRD Number: 5947033
Current Firm: Wells Fargo Advisors, LLC

Jacob Rawlings (CRD# 5947033) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Arlington, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank, Na Arlington, VA Sep 2014 - Current 2
Wells Fargo Advisors, LLC Arlington, VA Sep 2014 - Current 2
Mcadam Financial Group Tysons Corner, VA Aug 2011 - Aug 2014 3
Ing Financial Partners, Inc. Tysons Corner, VA Jul 2011 - Aug 2014 3
Pinstripe Properties North Bethesda, MD Oct 2010 - Sep 2011 < 1
Unemployed Upper Marlboro, MD Jun 2011 - Jul 2011 < 1
University Of Maryland College Park, MD May 2006 - May 2011 5
Eastgate Liquors Lanham, MD Jan 2010 - Jan 2011 1
United States Bureau Of The Census Suitland, MD Jun 2006 - Oct 2009 3
Thank God It's Fresh Farm Croom, MD May 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jacob R. Rawlings
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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