Jacob Engel, financial advisor Brooklyn NY

Jacob Engel

CRD Number: 7076438
Current Firm: Engel Capital

Jacob Engel (CRD# 7076438) is an Investment Advisor Representative working at Engel Capital in Brooklyn, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Engel Capital Brooklyn, NY Nov 2020 - Current 3
A.g.p. / Alliance Global Partners New York, NY Feb 2019 - Apr 2021 2
The Lakewood Courtyard Lakewood, NJ Dec 2015 - Sep 2019 3
Beth Medrash Govoha Lakewood, NJ Apr 2015 - Sep 2018 3
Yeshivas Brisk Jerusalem, May 2013 - Mar 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Jacob Engel
Phone Number: 732-573-5632
Registered State(s):
  • NJ
  • NY
Current Firm Details
Engel Capital
Firm's CRD Number: 312646
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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